Creative Planning
SOLV icon

Creative Planning’s Solventum SOLV Stock Holding History

Creative Planning’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 		$6.05M Buy
78,426
+29,004
+59% +$2.12M ﹤0.01% 1258
2026
Q1 		$3.23M Buy
49,422
+13,432
+37% +$998K ﹤0.01% 1520
2025
Q4 		$2.85M Buy
35,990
+9,305
+35% +$713K ﹤0.01% 1417
2025
Q3 		$1.95M Buy
26,685
+1,715
+7% +$126K ﹤0.01% 1567
2025
Q2 		$1.89M Sell
24,970
-1,534
-6% -$109K ﹤0.01% 1363
2025
Q1 		$2.02M Sell
26,504
-112
-0.4% -$8.34K ﹤0.01% 1171
2024
Q4 		$1.76M Sell
26,616
-11
-0% -$770 ﹤0.01% 1221
2024
Q3 		$1.86M Sell
26,627
-3,319
-11% -$200K ﹤0.01% 1099
2024
Q2 		$1.58M Buy
+29,946
New +$1.82M ﹤0.01% 1113

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

Creative Planning's SOLV Position: Q2 2026 in Review

Creative Planning increased its Solventum (SOLV) stake by 59% in Q2 2026, buying an estimated $2.12M and bringing the position to 78,426 shares worth $6.05M. The position accounts for ﹤0.01% of the portfolio, ranked #1258.

Creative Planning first reported a position in SOLV in Q2 2024 and has held it in 9 quarters since. 881 funds tracked by Wall St. Rank hold SOLV as of Q2 2026.

  • Creative Planning held 78,426 shares of Solventum worth $6.05M as of Q2 2026.
  • Creative Planning bought 29,004 Solventum shares in Q2 2026, an estimated $2.12M.
  • Solventum made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1258 holding.
  • Creative Planning first reported a position in Solventum in Q2 2024 and has held it in 9 quarters since.
  • 881 funds tracked by Wall St. Rank held Solventum as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.