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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
Q2 		$245K Buy
+3,170
New +$231K ﹤0.01% 1818
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 $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 $3.38T AUM 44.17% 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

Concurrent Investment Advisors's SOLV Position: Q2 2026 in Review

Concurrent Investment Advisors opened a new position in Solventum (SOLV) in Q2 2026: 3,170 shares worth $245K. The stake represents ﹤0.01% of the portfolio and ranks #1818 among its holdings. This is a return to the name: Concurrent Investment Advisors previously reported a position in SOLV as recently as Q4 2025.

Concurrent Investment Advisors first reported a position in SOLV in Q3 2024 and has held it in 5 quarters since. 885 funds tracked by Wall St. Rank hold SOLV as of Q2 2026.

  • Concurrent Investment Advisors held 3,170 shares of Solventum worth $245K as of Q2 2026.
  • Solventum was a new Concurrent Investment Advisors position in Q2 2026.
  • Solventum made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1818 holding.
  • Concurrent Investment Advisors first reported a position in Solventum in Q3 2024 and has held it in 5 quarters since.
  • 885 funds tracked by Wall St. Rank held Solventum as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.