Grantham, Mayo, Van Otterloo & Co (GMO)’s Solventum SOLV Stock Holding History

Grantham, Mayo, Van Otterloo & Co (GMO)’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	$14.2M	Sell	184,193 -164,970	-47%	-$12M	0.03%	222
2026 Q1	$22.8M	Buy	349,163 +78,973	+29%	+$5.87M	0.06%	172
2025 Q4	$21.4M	Sell	270,190 -9,156	-3%	-$701K	0.05%	168
2025 Q3	$20.4M	Buy	279,346 +2,961	+1%	+$217K	0.06%	166
2025 Q2	$21M	Sell	276,385 -150,429	-35%	-$10.7M	0.06%	172
2025 Q1	$32.5M	Sell	426,814 -67,346	-14%	-$5.02M	0.1%	132
2024 Q4	$32.6M	Sell	494,160 -59,350	-11%	-$4.15M	0.11%	125
2024 Q3	$38.6M	Buy	553,510 +82,037	+17%	+$4.93M	0.12%	116
2024 Q2	$24.9M	Buy	+471,473	New	+$28.6M	0.08%	159

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

Grantham, Mayo, Van Otterloo & Co (GMO)'s SOLV Position: Q2 2026 in Review

Grantham, Mayo, Van Otterloo & Co (GMO) reduced its Solventum (SOLV) stake by 47% in Q2 2026, selling an estimated $12M and leaving 184,193 shares worth $14.2M. The position accounts for 0.03% of the portfolio, ranked #222.

Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in SOLV in Q2 2024 and has held it in 9 quarters since. The position peaked at $38.6M in Q3 2024. 877 funds tracked by Wall St. Rank hold SOLV as of Q2 2026.

Grantham, Mayo, Van Otterloo & Co (GMO) held 184,193 shares of Solventum worth $14.2M as of Q2 2026.
Grantham, Mayo, Van Otterloo & Co (GMO) sold 164,970 Solventum shares in Q2 2026, an estimated $12M.
Solventum made up 0.03% of Grantham, Mayo, Van Otterloo & Co (GMO)'s portfolio in Q2 2026, its #222 holding.
Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in Solventum in Q2 2024 and has held it in 9 quarters since.
Grantham, Mayo, Van Otterloo & Co (GMO)'s Solventum position peaked at $38.6M in Q3 2024.
877 funds tracked by Wall St. Rank held Solventum as of Q2 2026.

Based on Grantham, Mayo, Van Otterloo & Co (GMO)'s 13F filing for Q2 2026, filed 13 Aug 2026.