GoalVest Advisory’s Solventum SOLV Stock Holding History

GoalVest Advisory’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	-122	Closed	-$9.67K	–	556
2025 Q4	$9.67K	Buy	+122	New	+$9.34K	﹤0.01%	423

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

GoalVest Advisory's SOLV Position: Q1 2026 in Review

GoalVest Advisory sold out of Solventum (SOLV) in Q1 2026, closing a stake of 122 shares — an estimated $9.67K sold.

GoalVest Advisory first reported a position in SOLV in Q4 2025 and held it in 1 quarter. The position peaked at $9.67K in Q4 2025. 881 funds tracked by Wall St. Rank hold SOLV as of Q1 2026.

GoalVest Advisory reported no remaining Solventum position as of Q1 2026 after selling out during the quarter.
GoalVest Advisory sold 122 Solventum shares in Q1 2026, an estimated $9.67K.
GoalVest Advisory first reported a position in Solventum in Q4 2025 and held it in 1 quarter.
GoalVest Advisory's Solventum position peaked at $9.67K in Q4 2025.
881 funds tracked by Wall St. Rank held Solventum as of Q1 2026.

Based on GoalVest Advisory's 13F filing for Q1 2026, filed 13 Apr 2026.