CIA
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Concurrent Investment Advisors’s Solventum SOLV Stock Holding History

Concurrent 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
2026
Q1 		– Sell
-2,660
Closed -$211K – 2069
2025
Q4 		$211K Buy
+2,660
New +$204K ﹤0.01% 1616
2025
Q3 		– Sell
-2,727
Closed -$207K – 1616
2025
Q2 		$207K Sell
2,727
-115
-4% -$8.14K ﹤0.01% 1252
2025
Q1 		$216K Buy
+2,842
New +$212K 0.01% 1090
2024
Q4 		– Sell
-3,050
Closed -$213K – 1222
2024
Q3 		$213K Buy
+3,050
New +$183K 0.01% 924

Other funds holding SOLV

IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return