HWM
SOLV icon

HB Wealth Management’s Solventum SOLV Stock Holding History

HB Wealth Management’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 		$472K Buy
6,114
+1,822
+42% +$133K ﹤0.01% 1135
2026
Q1 		$280K Buy
4,292
+147
+4% +$10.9K ﹤0.01% 1272
2025
Q4 		$328K Buy
4,145
+463
+13% +$35.5K ﹤0.01% 1096
2025
Q3 		$269K Buy
3,682
+219
+6% +$16.1K ﹤0.01% 1129
2025
Q2 		$263K Buy
3,463
+185
+6% +$13.1K ﹤0.01% 992
2025
Q1 		$249K Buy
+3,278
New +$244K ﹤0.01% 1043

Other funds holding SOLV

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
Vanguard Capital Management
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
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

HB Wealth Management's SOLV Position: Q2 2026 in Review

HB Wealth Management increased its Solventum (SOLV) stake by 42% in Q2 2026, buying an estimated $133K and bringing the position to 6,114 shares worth $472K. The position accounts for ﹤0.01% of the portfolio, ranked #1135.

HB Wealth Management first reported a position in SOLV in Q1 2025 and has held it in 6 quarters since. 875 funds tracked by Wall St. Rank hold SOLV as of Q2 2026.

  • HB Wealth Management held 6,114 shares of Solventum worth $472K as of Q2 2026.
  • HB Wealth Management bought 1,822 Solventum shares in Q2 2026, an estimated $133K.
  • Solventum made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1135 holding.
  • HB Wealth Management first reported a position in Solventum in Q1 2025 and has held it in 6 quarters since.
  • 875 funds tracked by Wall St. Rank held Solventum as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.