EFA
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Englebert Financial Advisers’s Solventum SOLV Stock Holding History

Englebert Financial 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
Q2 		$760K Buy
9,857
+68
+0.7% +$4.96K 0.75% 26
2026
Q1 		$639K Sell
9,789
-299
-3% -$22.2K 0.73% 30
2025
Q4 		$799K Buy
+10,088
New +$773K 0.91% 22

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
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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Englebert Financial Advisers's SOLV Position: Q2 2026 in Review

Englebert Financial Advisers increased its Solventum (SOLV) stake by 0.69% in Q2 2026, buying an estimated $4.96K and bringing the position to 9,857 shares worth $760K. The position accounts for 0.75% of the portfolio, ranked #26.

Englebert Financial Advisers first reported a position in SOLV in Q4 2025 and has held it in 3 quarters since. The position peaked at $799K in Q4 2025. 885 funds tracked by Wall St. Rank hold SOLV as of Q2 2026.

  • Englebert Financial Advisers held 9,857 shares of Solventum worth $760K as of Q2 2026.
  • Englebert Financial Advisers bought 68 Solventum shares in Q2 2026, an estimated $4.96K.
  • Solventum made up 0.75% of Englebert Financial Advisers's portfolio in Q2 2026, its #26 holding.
  • Englebert Financial Advisers first reported a position in Solventum in Q4 2025 and has held it in 3 quarters since.
  • Englebert Financial Advisers's Solventum position peaked at $799K in Q4 2025.
  • 885 funds tracked by Wall St. Rank held Solventum as of Q2 2026.

Based on Englebert Financial Advisers's 13F filing for Q2 2026, filed 22 Jul 2026.