HWA
SOLV icon

Heritage Wealth Advisors’s Solventum SOLV Stock Holding History

Heritage Wealth 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
2026
Q1 		$25.2K Hold
386
– – ﹤0.01% 408
2025
Q4 		$30.6K Hold
386
– – ﹤0.01% 362
2025
Q3 		$28.2K Hold
386
– – ﹤0.01% 349
2025
Q2 		$29.3K Hold
386
– – ﹤0.01% 337
2025
Q1 		$29.4K Sell
386
-150
-28% -$11.2K ﹤0.01% 340
2024
Q4 		$35.4K Sell
536
-40
-7% -$2.8K ﹤0.01% 343
2024
Q3 		$40.2K Hold
576
– – ﹤0.01% 347
2024
Q2 		$30.5K Buy
+576
New +$35K ﹤0.01% 351

Other funds holding SOLV

IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Heritage Wealth Advisors's SOLV Position: Q1 2026 in Review

Heritage Wealth Advisors held its Solventum (SOLV) position steady in Q1 2026 at 386 shares worth $25.2K. The position accounts for ﹤0.01% of the portfolio, ranked #408.

Heritage Wealth Advisors first reported a position in SOLV in Q2 2024 and has held it in 8 quarters since. The position peaked at $40.2K in Q3 2024. 877 funds tracked by Wall St. Rank hold SOLV as of Q1 2026.

  • Heritage Wealth Advisors held 386 shares of Solventum worth $25.2K as of Q1 2026.
  • Heritage Wealth Advisors left its Solventum share count unchanged in Q1 2026.
  • Solventum made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #408 holding.
  • Heritage Wealth Advisors first reported a position in Solventum in Q2 2024 and has held it in 8 quarters since.
  • Heritage Wealth Advisors's Solventum position peaked at $40.2K in Q3 2024.
  • 877 funds tracked by Wall St. Rank held Solventum as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.