HGERS
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Householder Group Estate & Retirement Specialist’s Solventum SOLV Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024
Q4 		$0 Sell
13
-19
-59% -$1.33K ﹤0.01% 1271
2024
Q3 		$2K Sell
32
-25
-44% -$1.5K ﹤0.01% 1076
2024
Q2 		$3K Buy
+57
New +$3.46K ﹤0.01% 1041

Other funds holding SOLV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's SOLV Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its Solventum (SOLV) stake by 59% in Q4 2024, selling an estimated $1.33K and leaving 13 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1271.

Householder Group Estate & Retirement Specialist first reported a position in SOLV in Q2 2024 and has held it in 3 quarters since. The position peaked at $3K in Q2 2024. 941 funds tracked by Wall St. Rank hold SOLV as of Q4 2024.

  • Householder Group Estate & Retirement Specialist held 13 shares of Solventum worth $0 as of Q4 2024.
  • Householder Group Estate & Retirement Specialist sold 19 Solventum shares in Q4 2024, an estimated $1.33K.
  • Solventum made up ﹤0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #1271 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in Solventum in Q2 2024 and has held it in 3 quarters since.
  • Householder Group Estate & Retirement Specialist's Solventum position peaked at $3K in Q2 2024.
  • 941 funds tracked by Wall St. Rank held Solventum as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.