Dougherty Wealth Advisers
SOLV icon

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
Q3 		$970 Hold
11
– – ﹤0.01% 139
2026
Q2 		$849 Hold
11
– – ﹤0.01% 107
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

Independent Franchise Partners
Independent Franchise Partners London, United Kingdom $16.1B AUM 4.39% 1-Year Est. Return
Davis Selected Advisers
Davis Selected Advisers Tucson, Arizona $23.2B AUM 18.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $9.18B AUM 10.37% 1-Year Est. Return

Dougherty Wealth Advisers's SOLV Position: Q3 2026 in Review

Dougherty Wealth Advisers held its Solventum (SOLV) position steady in Q3 2026 at 11 shares worth $970. The position accounts for ﹤0.01% of the portfolio, ranked #139.

Dougherty Wealth Advisers first reported a position in SOLV in Q3 2024 and has held it in 9 quarters since. 681 funds tracked by Wall St. Rank hold SOLV as of Q3 2026.

  • Dougherty Wealth Advisers held 11 shares of Solventum worth $970 as of Q3 2026.
  • Dougherty Wealth Advisers left its Solventum share count unchanged in Q3 2026.
  • Solventum made up ﹤0.01% of Dougherty Wealth Advisers's portfolio in Q3 2026, its #139 holding.
  • Dougherty Wealth Advisers first reported a position in Solventum in Q3 2024 and has held it in 9 quarters since.
  • 681 funds tracked by Wall St. Rank held Solventum as of Q3 2026.

Based on Dougherty Wealth Advisers's 13F filing for Q3 2026, filed 2 Nov 2026.