Center for Financial Planning’s Solventum SOLV Stock Holding History

Center for Financial Planning’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
2026 Q2	$51.6K	Hold	669	–	–	﹤0.01%	314
2026 Q1	$43.7K	Hold	669	–	–	﹤0.01%	323
2025 Q4	$53K	Hold	669	–	–	0.01%	288
2025 Q3	$48.8K	Hold	669	–	–	0.01%	309
2025 Q2	$50.7K	Hold	669	–	–	0.01%	295
2025 Q1	$50.9K	Sell	669 -20	-3%	-$1.49K	0.01%	272
2024 Q4	$45.5K	Hold	689	–	–	0.01%	278
2024 Q3	$48K	Sell	689 -1,326	-66%	-$79.7K	0.01%	262
2024 Q2	$107K	Buy	+2,015	New	+$122K	0.02%	178

Other funds holding SOLV

IFP

Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

TFM

Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

DSA

Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Center for Financial Planning's SOLV Position: Q2 2026 in Review

Center for Financial Planning held its Solventum (SOLV) position steady in Q2 2026 at 669 shares worth $51.6K. The position accounts for ﹤0.01% of the portfolio, ranked #314.

Center for Financial Planning first reported a position in SOLV in Q2 2024 and has held it in 9 quarters since. The position peaked at $107K in Q2 2024. 885 funds tracked by Wall St. Rank hold SOLV as of Q2 2026.

Center for Financial Planning held 669 shares of Solventum worth $51.6K as of Q2 2026.
Center for Financial Planning left its Solventum share count unchanged in Q2 2026.
Solventum made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #314 holding.
Center for Financial Planning first reported a position in Solventum in Q2 2024 and has held it in 9 quarters since.
Center for Financial Planning's Solventum position peaked at $107K in Q2 2024.
885 funds tracked by Wall St. Rank held Solventum as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.