EWA
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EP Wealth Advisors’s Solventum SOLV Stock Holding History

EP Wealth Advisors’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 		$338K Buy
4,379
+590
+16% +$43K ﹤0.01% 1215
2026
Q1 		$247K Sell
3,789
-700
-16% -$52K ﹤0.01% 1281
2025
Q4 		$356K Buy
+4,489
New +$344K ﹤0.01% 1037
2025
Q2 		$328K Sell
4,319
-254
-6% -$18K ﹤0.01% 968
2025
Q1 		$348K Sell
4,573
-699
-13% -$52.1K ﹤0.01% 845
2024
Q4 		$348K Buy
5,272
+181
+4% +$12.7K ﹤0.01% 815
2024
Q3 		$355K Buy
+5,091
New +$306K ﹤0.01% 802

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 $3.37T AUM 44.26% 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

EP Wealth Advisors's SOLV Position: Q2 2026 in Review

EP Wealth Advisors increased its Solventum (SOLV) stake by 16% in Q2 2026, buying an estimated $43K and bringing the position to 4,379 shares worth $338K. The position accounts for ﹤0.01% of the portfolio, ranked #1215.

EP Wealth Advisors first reported a position in SOLV in Q3 2024 and has held it in 7 quarters since. The position peaked at $356K in Q4 2025. 881 funds tracked by Wall St. Rank hold SOLV as of Q2 2026.

  • EP Wealth Advisors held 4,379 shares of Solventum worth $338K as of Q2 2026.
  • EP Wealth Advisors bought 590 Solventum shares in Q2 2026, an estimated $43K.
  • Solventum made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1215 holding.
  • EP Wealth Advisors first reported a position in Solventum in Q3 2024 and has held it in 7 quarters since.
  • EP Wealth Advisors's Solventum position peaked at $356K in Q4 2025.
  • 881 funds tracked by Wall St. Rank held Solventum as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.