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Dakota Wealth Management’s Solventum SOLV Stock Holding History

Dakota 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
2026
Q1 		– Sell
-3,217
Closed -$255K – 846
2025
Q4 		$255K Buy
3,217
+11
+0.3% +$842 ﹤0.01% 688
2025
Q3 		$234K Sell
3,206
-71
-2% -$5.21K ﹤0.01% 595
2025
Q2 		$249K Sell
3,277
-5
-0.2% -$354 0.01% 670
2025
Q1 		$250K Sell
3,282
-56
-2% -$4.17K 0.01% 666
2024
Q4 		$221K Sell
3,338
-60
-2% -$4.2K 0.01% 690
2024
Q3 		$237K Sell
3,398
-11,632
-77% -$700K 0.01% 649
2024
Q2 		$795K Buy
+15,030
New +$912K 0.02% 416

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
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

Dakota Wealth Management's SOLV Position: Q1 2026 in Review

Dakota Wealth Management sold out of Solventum (SOLV) in Q1 2026, closing a stake of 3,217 shares — an estimated $255K sold.

Dakota Wealth Management first reported a position in SOLV in Q2 2024 and held it in 7 quarters. The position peaked at $795K in Q2 2024. 881 funds tracked by Wall St. Rank hold SOLV as of Q1 2026.

  • Dakota Wealth Management reported no remaining Solventum position as of Q1 2026 after selling out during the quarter.
  • Dakota Wealth Management sold 3,217 Solventum shares in Q1 2026, an estimated $255K.
  • Dakota Wealth Management first reported a position in Solventum in Q2 2024 and held it in 7 quarters.
  • Dakota Wealth Management's Solventum position peaked at $795K in Q2 2024.
  • 881 funds tracked by Wall St. Rank held Solventum as of Q1 2026.

Based on Dakota Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.