EWA
SOLV icon

EverSource Wealth Advisors’s Solventum SOLV Stock Holding History

EverSource 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 		$99.5K Buy
1,290
+282
+28% +$20.6K ﹤0.01% 1387
2026
Q1 		$65.8K Buy
1,008
+341
+51% +$25.3K ﹤0.01% 1694
2025
Q4 		$52.8K Buy
667
+8
+1% +$613 ﹤0.01% 1709
2025
Q3 		$48.1K Buy
659
+62
+10% +$4.54K ﹤0.01% 1744
2025
Q2 		$45.3K Sell
597
-152
-20% -$10.8K ﹤0.01% 1687
2025
Q1 		$57K Buy
749
+62
+9% +$4.62K ﹤0.01% 1175
2024
Q4 		$45.4K Buy
687
+223
+48% +$15.6K ﹤0.01% 1231
2024
Q3 		$32.3K Buy
464
+58
+14% +$3.49K ﹤0.01% 1256
2024
Q2 		$23.9K Sell
406
-53
-12% -$3.22K ﹤0.01% 1414
2024
Q1 		$29.8K Buy
+459
New +$34.4K ﹤0.01% 1191

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

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

EverSource Wealth Advisors increased its Solventum (SOLV) stake by 28% in Q2 2026, buying an estimated $20.6K and bringing the position to 1,290 shares worth $99.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1387.

EverSource Wealth Advisors first reported a position in SOLV in Q1 2024 and has held it in 10 quarters since. 885 funds tracked by Wall St. Rank hold SOLV as of Q2 2026.

  • EverSource Wealth Advisors held 1,290 shares of Solventum worth $99.5K as of Q2 2026.
  • EverSource Wealth Advisors bought 282 Solventum shares in Q2 2026, an estimated $20.6K.
  • Solventum made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1387 holding.
  • EverSource Wealth Advisors first reported a position in Solventum in Q1 2024 and has held it in 10 quarters since.
  • 885 funds tracked by Wall St. Rank held Solventum as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.