IWC
SOLV icon

Integrated Wealth Concepts’s Solventum SOLV Stock Holding History

Integrated Wealth Concepts’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 		$833K Buy
10,800
+2,345
+28% +$171K ﹤0.01% 1456
2026
Q1 		$552K Buy
8,455
+5,063
+149% +$376K ﹤0.01% 1477
2025
Q4 		$269K Sell
3,392
-3,424
-50% -$262K ﹤0.01% 1365
2025
Q3 		$498K Sell
6,816
-177
-3% -$13K ﹤0.01% 1344
2025
Q2 		$530K Sell
6,993
-215
-3% -$15.2K 0.01% 1239
2025
Q1 		$548K Sell
7,208
-395
-5% -$29.4K 0.01% 1104
2024
Q4 		$502K Sell
7,603
-769
-9% -$53.8K 0.01% 1118
2024
Q3 		$584K Sell
8,372
-3,060
-27% -$184K 0.01% 1017
2024
Q2 		$605K Buy
+11,432
New +$694K 0.01% 974

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

Integrated Wealth Concepts's SOLV Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Solventum (SOLV) stake by 28% in Q2 2026, buying an estimated $171K and bringing the position to 10,800 shares worth $833K. The position accounts for ﹤0.01% of the portfolio, ranked #1456.

Integrated Wealth Concepts first reported a position in SOLV in Q2 2024 and has held it in 9 quarters since. 875 funds tracked by Wall St. Rank hold SOLV as of Q2 2026.

  • Integrated Wealth Concepts held 10,800 shares of Solventum worth $833K as of Q2 2026.
  • Integrated Wealth Concepts bought 2,345 Solventum shares in Q2 2026, an estimated $171K.
  • Solventum made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1456 holding.
  • Integrated Wealth Concepts first reported a position in Solventum in Q2 2024 and has held it in 9 quarters since.
  • 875 funds tracked by Wall St. Rank held Solventum as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.