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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$328K Sell
4,319
-254
-6% -$19.3K ﹤0.01% 968
2025
Q1 		$348K Sell
4,573
-699
-13% -$53.1K ﹤0.01% 845
2024
Q4 		$348K Buy
5,272
+181
+4% +$12K ﹤0.01% 815
2024
Q3 		$355K Buy
+5,091
New +$355K ﹤0.01% 802