CSWM
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Cassady Schiller Wealth Management’s Solventum SOLV Stock Holding History

Cassady Schiller Wealth Management’s Portfolio SOLV Stock Details SOLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$396 Buy
+6
New +$420 ﹤0.01% 1015

Other funds holding SOLV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return

Cassady Schiller Wealth Management's SOLV Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Solventum (SOLV) in Q4 2024: 6 shares worth $396. The stake represents ﹤0.01% of the portfolio and ranks #1015 among its holdings.

940 funds tracked by Wall St. Rank hold SOLV as of Q4 2024.

  • Cassady Schiller Wealth Management held 6 shares of Solventum worth $396 as of Q4 2024.
  • Solventum was a new Cassady Schiller Wealth Management position in Q4 2024.
  • Solventum made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #1015 holding.
  • 940 funds tracked by Wall St. Rank held Solventum as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.