EFP
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EnRich Financial Partners’s Solventum SOLV Stock Holding History

EnRich Financial Partners’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
2025
Q1 		– Sell
-25
Closed -$1.65K – 216
2024
Q4 		$1.65K Hold
25
– – ﹤0.01% 209
2024
Q3 		$1.74K Hold
25
– – ﹤0.01% 212
2024
Q2 		$1.32K Buy
+25
New +$1.52K ﹤0.01% 231

Other funds holding SOLV

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
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
MAP
Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

EnRich Financial Partners's SOLV Position: Q1 2025 in Review

EnRich Financial Partners sold out of Solventum (SOLV) in Q1 2025, closing a stake of 25 shares — an estimated $1.65K sold.

EnRich Financial Partners first reported a position in SOLV in Q2 2024 and held it in 3 quarters. The position peaked at $1.74K in Q3 2024. 914 funds tracked by Wall St. Rank hold SOLV as of Q1 2025.

  • EnRich Financial Partners reported no remaining Solventum position as of Q1 2025 after selling out during the quarter.
  • EnRich Financial Partners sold 25 Solventum shares in Q1 2025, an estimated $1.65K.
  • EnRich Financial Partners first reported a position in Solventum in Q2 2024 and held it in 3 quarters.
  • EnRich Financial Partners's Solventum position peaked at $1.74K in Q3 2024.
  • 914 funds tracked by Wall St. Rank held Solventum as of Q1 2025.

Based on EnRich Financial Partners's 13F filing for Q1 2025, filed 25 Apr 2025.