HHGA
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Halbert Hargrove Global Advisors’s Solventum SOLV Stock Holding History

Halbert Hargrove Global 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
2025
Q4 		– Sell
-8
Closed -$584 – 759
2025
Q3 		$584 Buy
+8
New +$586 ﹤0.01% 692

Other funds holding SOLV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TFM
Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Halbert Hargrove Global Advisors's SOLV Position: Q4 2025 in Review

Halbert Hargrove Global Advisors sold out of Solventum (SOLV) in Q4 2025, closing a stake of 8 shares — an estimated $584 sold.

Halbert Hargrove Global Advisors first reported a position in SOLV in Q3 2025 and held it in 1 quarter. The position peaked at $584 in Q3 2025. 942 funds tracked by Wall St. Rank hold SOLV as of Q4 2025.

  • Halbert Hargrove Global Advisors reported no remaining Solventum position as of Q4 2025 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 8 Solventum shares in Q4 2025, an estimated $584.
  • Halbert Hargrove Global Advisors first reported a position in Solventum in Q3 2025 and held it in 1 quarter.
  • Halbert Hargrove Global Advisors's Solventum position peaked at $584 in Q3 2025.
  • 942 funds tracked by Wall St. Rank held Solventum as of Q4 2025.

Based on Halbert Hargrove Global Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.