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Choate Investment Advisors’s Solventum SOLV Stock Holding History

Choate Investment Advisors’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
Q3 		– Sell
-2,978
Closed -$226K – 500
2025
Q2 		$226K Buy
2,978
+150
+5% +$10.6K ﹤0.01% 381
2025
Q1 		$215K Sell
2,828
-879
-24% -$65.5K 0.01% 376
2024
Q4 		$245K Buy
3,707
+594
+19% +$41.6K 0.01% 361
2024
Q3 		$217K Sell
3,113
-1,332
-30% -$80.1K 0.01% 361
2024
Q2 		$235K Buy
+4,445
New +$270K 0.01% 340

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 $14.3B AUM 3.49% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Choate Investment Advisors's SOLV Position: Q3 2025 in Review

Choate Investment Advisors sold out of Solventum (SOLV) in Q3 2025, closing a stake of 2,978 shares — an estimated $226K sold.

Choate Investment Advisors first reported a position in SOLV in Q2 2024 and held it in 5 quarters. The position peaked at $245K in Q4 2024. 868 funds tracked by Wall St. Rank hold SOLV as of Q3 2025.

  • Choate Investment Advisors reported no remaining Solventum position as of Q3 2025 after selling out during the quarter.
  • Choate Investment Advisors sold 2,978 Solventum shares in Q3 2025, an estimated $226K.
  • Choate Investment Advisors first reported a position in Solventum in Q2 2024 and held it in 5 quarters.
  • Choate Investment Advisors's Solventum position peaked at $245K in Q4 2024.
  • 868 funds tracked by Wall St. Rank held Solventum as of Q3 2025.

Based on Choate Investment Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.