CWM
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Congress Wealth Management’s Solventum SOLV Stock Holding History

Congress 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 		$332K Buy
4,375
+253
+6% +$17.9K ﹤0.01% 1035
2025
Q1 		$312K Buy
+4,122
New +$307K ﹤0.01% 929

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

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

Congress Wealth Management increased its Solventum (SOLV) stake by 6.1% in Q2 2025, buying an estimated $17.9K and bringing the position to 4,375 shares worth $332K. The position accounts for ﹤0.01% of the portfolio, ranked #1035.

Congress Wealth Management first reported a position in SOLV in Q1 2025 and has held it in 2 quarters since. 890 funds tracked by Wall St. Rank hold SOLV as of Q2 2025.

  • Congress Wealth Management held 4,375 shares of Solventum worth $332K as of Q2 2025.
  • Congress Wealth Management bought 253 Solventum shares in Q2 2025, an estimated $17.9K.
  • Solventum made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #1035 holding.
  • Congress Wealth Management first reported a position in Solventum in Q1 2025 and has held it in 2 quarters since.
  • 890 funds tracked by Wall St. Rank held Solventum as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.