CWM
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Centricity Wealth Management’s Solventum SOLV Stock Holding History

Centricity 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
2025
Q2 		$683 Hold
9
– – ﹤0.01% 422
2025
Q1 		$684 Hold
9
– – ﹤0.01% 436
2024
Q4 		$595 Buy
+9
New +$630 ﹤0.01% 442

Other funds holding SOLV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TFM
Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.32B AUM 132.6% 1-Year Est. Return

Centricity Wealth Management's SOLV Position: Q2 2025 in Review

Centricity Wealth Management held its Solventum (SOLV) position steady in Q2 2025 at 9 shares worth $683. The position accounts for ﹤0.01% of the portfolio, ranked #422.

Centricity Wealth Management first reported a position in SOLV in Q4 2024 and has held it in 3 quarters since. The position peaked at $684 in Q1 2025. 890 funds tracked by Wall St. Rank hold SOLV as of Q2 2025.

  • Centricity Wealth Management held 9 shares of Solventum worth $683 as of Q2 2025.
  • Centricity Wealth Management left its Solventum share count unchanged in Q2 2025.
  • Solventum made up ﹤0.01% of Centricity Wealth Management's portfolio in Q2 2025, its #422 holding.
  • Centricity Wealth Management first reported a position in Solventum in Q4 2024 and has held it in 3 quarters since.
  • Centricity Wealth Management's Solventum position peaked at $684 in Q1 2025.
  • 890 funds tracked by Wall St. Rank held Solventum as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.