Envestnet Portfolio Solutions
SOLV icon

Envestnet Portfolio Solutions’s Solventum SOLV Stock Holding History

Envestnet Portfolio Solutions’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
-7,601
Closed -$502K – 1802
2024
Q4 		$502K Sell
7,601
-1,891
-20% -$132K ﹤0.01% 1240
2024
Q3 		$662K Buy
9,492
+211
+2% +$12.7K ﹤0.01% 1061
2024
Q2 		$491K Buy
+9,281
New +$563K ﹤0.01% 1146

Other funds holding SOLV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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

Envestnet Portfolio Solutions's SOLV Position: Q1 2025 in Review

Envestnet Portfolio Solutions sold out of Solventum (SOLV) in Q1 2025, closing a stake of 7,601 shares — an estimated $502K sold.

Envestnet Portfolio Solutions first reported a position in SOLV in Q2 2024 and held it in 3 quarters. The position peaked at $662K in Q3 2024. 914 funds tracked by Wall St. Rank hold SOLV as of Q1 2025.

  • Envestnet Portfolio Solutions reported no remaining Solventum position as of Q1 2025 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 7,601 Solventum shares in Q1 2025, an estimated $502K.
  • Envestnet Portfolio Solutions first reported a position in Solventum in Q2 2024 and held it in 3 quarters.
  • Envestnet Portfolio Solutions's Solventum position peaked at $662K in Q3 2024.
  • 914 funds tracked by Wall St. Rank held Solventum as of Q1 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2025, filed 21 Apr 2025.