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Dougherty Wealth Advisers’s Solventum SOLV Stock Holding History

Dougherty Wealth 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 		$718 Hold
11
– – ﹤0.01% 105
2025
Q4 		$872 Hold
11
– – ﹤0.01% 117
2025
Q3 		$803 Hold
11
– – ﹤0.01% 111
2025
Q2 		$834 Hold
11
– – ﹤0.01% 109
2025
Q1 		$836 Hold
11
– – ﹤0.01% 109
2024
Q4 		$727 Hold
11
– – ﹤0.01% 109
2024
Q3 		$767 Buy
+11
New +$662 ﹤0.01% 108

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

Dougherty Wealth Advisers's SOLV Position: Q1 2026 in Review

Dougherty Wealth Advisers held its Solventum (SOLV) position steady in Q1 2026 at 11 shares worth $718. The position accounts for ﹤0.01% of the portfolio, ranked #105.

Dougherty Wealth Advisers first reported a position in SOLV in Q3 2024 and has held it in 7 quarters since. The position peaked at $872 in Q4 2025. 877 funds tracked by Wall St. Rank hold SOLV as of Q1 2026.

  • Dougherty Wealth Advisers held 11 shares of Solventum worth $718 as of Q1 2026.
  • Dougherty Wealth Advisers left its Solventum share count unchanged in Q1 2026.
  • Solventum made up ﹤0.01% of Dougherty Wealth Advisers's portfolio in Q1 2026, its #105 holding.
  • Dougherty Wealth Advisers first reported a position in Solventum in Q3 2024 and has held it in 7 quarters since.
  • Dougherty Wealth Advisers's Solventum position peaked at $872 in Q4 2025.
  • 877 funds tracked by Wall St. Rank held Solventum as of Q1 2026.

Based on Dougherty Wealth Advisers's 13F filing for Q1 2026, filed 21 Apr 2026.