DWM
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Diversify Wealth Management’s Solventum SOLV Stock Holding History

Diversify 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 		$312K Buy
4,694
+1,065
+29% +$79.1K 0.01% 947
2025
Q4 		$290K Sell
3,629
-26
-0.7% -$1.99K 0.01% 533
2025
Q3 		$249K Buy
3,655
+9
+0.2% +$660 0.01% 488
2025
Q2 		$263K Sell
3,646
-214
-6% -$15.2K 0.02% 475
2025
Q1 		$256K Buy
3,860
+425
+12% +$31.7K 0.02% 457
2024
Q4 		$230K Buy
3,435
+132
+4% +$9.24K 0.02% 467
2024
Q3 		$239K Buy
+3,303
New +$199K 0.02% 430

Other funds holding SOLV

IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Diversify Wealth Management increased its Solventum (SOLV) stake by 29% in Q1 2026, buying an estimated $79.1K and bringing the position to 4,694 shares worth $312K. The position accounts for 0.01% of the portfolio, ranked #947.

Diversify Wealth Management first reported a position in SOLV in Q3 2024 and has held it in 7 quarters since. 878 funds tracked by Wall St. Rank hold SOLV as of Q1 2026.

  • Diversify Wealth Management held 4,694 shares of Solventum worth $312K as of Q1 2026.
  • Diversify Wealth Management bought 1,065 Solventum shares in Q1 2026, an estimated $79.1K.
  • Solventum made up 0.01% of Diversify Wealth Management's portfolio in Q1 2026, its #947 holding.
  • Diversify Wealth Management first reported a position in Solventum in Q3 2024 and has held it in 7 quarters since.
  • 878 funds tracked by Wall St. Rank held Solventum as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.