DSA
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Davis Selected Advisers’s Solventum SOLV Stock Holding History

Davis Selected Advisers’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 		$413M Buy
6,330,325
+110,253
+2% +$8.19M 1.9% 19
2025
Q4 		$493M Buy
6,220,072
+702,461
+13% +$53.8M 2.22% 17
2025
Q3 		$403M Buy
5,517,611
+24,950
+0.5% +$1.83M 2.1% 17
2025
Q2 		$417M Buy
5,492,661
+204,523
+4% +$14.5M 2.23% 16
2025
Q1 		$402M Buy
5,288,138
+41,524
+0.8% +$3.09M 2.32% 18
2024
Q4 		$347M Sell
5,246,614
-24,899
-0.5% -$1.74M 2.01% 18
2024
Q3 		$368M Buy
5,271,513
+107,558
+2% +$6.47M 2.06% 19
2024
Q2 		$273M Buy
+5,163,955
New +$313M 1.59% 23

Other funds holding SOLV

IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Davis Selected Advisers's SOLV Position: Q1 2026 in Review

Davis Selected Advisers increased its Solventum (SOLV) stake by 1.8% in Q1 2026, buying an estimated $8.19M and bringing the position to 6,330,325 shares worth $413M. The position accounts for 1.9% of the portfolio, ranked #19.

Davis Selected Advisers first reported a position in SOLV in Q2 2024 and has held it in 8 quarters since. The position peaked at $493M in Q4 2025. 880 funds tracked by Wall St. Rank hold SOLV as of Q1 2026.

  • Davis Selected Advisers held 6,330,325 shares of Solventum worth $413M as of Q1 2026.
  • Davis Selected Advisers bought 110,253 Solventum shares in Q1 2026, an estimated $8.19M.
  • Solventum made up 1.9% of Davis Selected Advisers's portfolio in Q1 2026, its #19 holding.
  • Davis Selected Advisers first reported a position in Solventum in Q2 2024 and has held it in 8 quarters since.
  • Davis Selected Advisers's Solventum position peaked at $493M in Q4 2025.
  • 880 funds tracked by Wall St. Rank held Solventum as of Q1 2026.

Based on Davis Selected Advisers's 13F filing for Q1 2026, filed 7 May 2026.