Evoke Wealth’s Solventum SOLV Stock Holding History

Evoke Wealth’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	–	Sell	-3,406	Closed	-$270K	–	770
2025 Q4	$270K	Buy	3,406 +346	+11%	+$26.5K	0.01%	547
2025 Q3	$223K	Buy	3,060 +66	+2%	+$4.84K	﹤0.01%	580
2025 Q2	$227K	Buy	+2,994	New	+$212K	0.01%	532

Other funds holding SOLV

IFP

Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

TFM

Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

DSA

Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Evoke Wealth's SOLV Position: Q1 2026 in Review

Evoke Wealth sold out of Solventum (SOLV) in Q1 2026, closing a stake of 3,406 shares — an estimated $270K sold.

Evoke Wealth first reported a position in SOLV in Q2 2025 and held it in 3 quarters. The position peaked at $270K in Q4 2025. 881 funds tracked by Wall St. Rank hold SOLV as of Q1 2026.

Evoke Wealth reported no remaining Solventum position as of Q1 2026 after selling out during the quarter.
Evoke Wealth sold 3,406 Solventum shares in Q1 2026, an estimated $270K.
Evoke Wealth first reported a position in Solventum in Q2 2025 and held it in 3 quarters.
Evoke Wealth's Solventum position peaked at $270K in Q4 2025.
881 funds tracked by Wall St. Rank held Solventum as of Q1 2026.

Based on Evoke Wealth's 13F filing for Q1 2026, filed 15 May 2026.