CWP
SOLV icon

Concord Wealth Partners’s Solventum SOLV Stock Holding History

Concord Wealth Partners’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 		$10.3K Buy
+134
New +$9.77K ﹤0.01% 565
2026
Q1 		– Sell
-134
Closed -$10.6K – 820
2025
Q4 		$10.6K Hold
134
– – ﹤0.01% 526
2025
Q3 		$9.78K Hold
134
– – ﹤0.01% 543
2025
Q2 		$10.2K Hold
134
– – ﹤0.01% 538
2025
Q1 		$10.2K Sell
134
-82
-38% -$6.11K ﹤0.01% 510
2024
Q4 		$14.3K Sell
216
-9
-4% -$630 ﹤0.01% 493
2024
Q3 		$15.7K Buy
225
+23
+11% +$1.38K ﹤0.01% 507
2024
Q2 		$10.7K Buy
+202
New +$12.3K ﹤0.01% 505

Other funds holding SOLV

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
Vanguard Capital Management
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
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Concord Wealth Partners's SOLV Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Solventum (SOLV) in Q2 2026: 134 shares worth $10.3K. The stake represents ﹤0.01% of the portfolio and ranks #565 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in SOLV as recently as Q4 2025.

Concord Wealth Partners first reported a position in SOLV in Q2 2024 and has held it in 8 quarters since. The position peaked at $15.7K in Q3 2024. 875 funds tracked by Wall St. Rank hold SOLV as of Q2 2026.

  • Concord Wealth Partners held 134 shares of Solventum worth $10.3K as of Q2 2026.
  • Solventum was a new Concord Wealth Partners position in Q2 2026.
  • Solventum made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #565 holding.
  • Concord Wealth Partners first reported a position in Solventum in Q2 2024 and has held it in 8 quarters since.
  • Concord Wealth Partners's Solventum position peaked at $15.7K in Q3 2024.
  • 875 funds tracked by Wall St. Rank held Solventum as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.