First Manhattan’s Solventum SOLV Stock Holding History

First Manhattan’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	$200K	Buy	+2,598	New	+$189K	﹤0.01%	722
2026 Q1	–	Sell	-4,007	Closed	-$318K	–	794
2025 Q4	$318K	Sell	4,007 -204	-5%	-$15.6K	﹤0.01%	636
2025 Q3	$307K	Sell	4,211 -452	-10%	-$33.1K	﹤0.01%	624
2025 Q2	$354K	Sell	4,663 -1,281	-22%	-$90.7K	﹤0.01%	596
2025 Q1	$452K	Sell	5,944 -174	-3%	-$13K	﹤0.01%	519
2024 Q4	$404K	Sell	6,118 -592	-9%	-$41.4K	﹤0.01%	545
2024 Q3	$468K	Sell	6,710 -984	-13%	-$59.2K	﹤0.01%	505
2024 Q2	$407K	Buy	+7,694	New	+$467K	﹤0.01%	513

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

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 Boston, Massachusetts $3.37T AUM 44.26% 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

First Manhattan's SOLV Position: Q2 2026 in Review

First Manhattan opened a new position in Solventum (SOLV) in Q2 2026: 2,598 shares worth $200K. The stake represents ﹤0.01% of the portfolio and ranks #722 among its holdings. This is a return to the name: First Manhattan previously reported a position in SOLV as recently as Q4 2025.

First Manhattan first reported a position in SOLV in Q2 2024 and has held it in 8 quarters since. The position peaked at $468K in Q3 2024. 881 funds tracked by Wall St. Rank hold SOLV as of Q2 2026.

First Manhattan held 2,598 shares of Solventum worth $200K as of Q2 2026.
Solventum was a new First Manhattan position in Q2 2026.
Solventum made up ﹤0.01% of First Manhattan's portfolio in Q2 2026, its #722 holding.
First Manhattan first reported a position in Solventum in Q2 2024 and has held it in 8 quarters since.
First Manhattan's Solventum position peaked at $468K in Q3 2024.
881 funds tracked by Wall St. Rank held Solventum as of Q2 2026.

Based on First Manhattan's 13F filing for Q2 2026, filed 14 Aug 2026.