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
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 $14.3B AUM 3.49% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return