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Discovery Capital Management’s Solventum SOLV Stock Holding History

Discovery Capital 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
-147,300
Closed -$11.7M – 110
2025
Q4 		$11.7M Buy
147,300
+67,100
+84% +$5.14M 0.63% 46
2025
Q3 		$5.85M Buy
+80,200
New +$5.88M 0.32% 56

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

Discovery Capital Management's SOLV Position: Q1 2026 in Review

Discovery Capital Management sold out of Solventum (SOLV) in Q1 2026, closing a stake of 147,300 shares — an estimated $11.7M sold.

Discovery Capital Management first reported a position in SOLV in Q3 2025 and held it in 2 quarters. The position peaked at $11.7M in Q4 2025. 881 funds tracked by Wall St. Rank hold SOLV as of Q1 2026.

  • Discovery Capital Management reported no remaining Solventum position as of Q1 2026 after selling out during the quarter.
  • Discovery Capital Management sold 147,300 Solventum shares in Q1 2026, an estimated $11.7M.
  • Discovery Capital Management first reported a position in Solventum in Q3 2025 and held it in 2 quarters.
  • Discovery Capital Management's Solventum position peaked at $11.7M in Q4 2025.
  • 881 funds tracked by Wall St. Rank held Solventum as of Q1 2026.

Based on Discovery Capital Management's 13F filing for Q1 2026, filed 15 May 2026.