IFS
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Intelligent Financial Strategies’s Solventum SOLV Stock Holding History

Intelligent Financial Strategies’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
Q2 		– Sell
-71
Closed -$5.4K – 89
2025
Q1 		$5.4K Buy
+71
New +$5.29K ﹤0.01% 81

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 $14.3B AUM 3.49% 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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
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

Intelligent Financial Strategies's SOLV Position: Q2 2025 in Review

Intelligent Financial Strategies sold out of Solventum (SOLV) in Q2 2025, closing a stake of 71 shares — an estimated $5.4K sold.

Intelligent Financial Strategies first reported a position in SOLV in Q1 2025 and held it in 1 quarter. The position peaked at $5.4K in Q1 2025. 889 funds tracked by Wall St. Rank hold SOLV as of Q2 2025.

  • Intelligent Financial Strategies reported no remaining Solventum position as of Q2 2025 after selling out during the quarter.
  • Intelligent Financial Strategies sold 71 Solventum shares in Q2 2025, an estimated $5.4K.
  • Intelligent Financial Strategies first reported a position in Solventum in Q1 2025 and held it in 1 quarter.
  • Intelligent Financial Strategies's Solventum position peaked at $5.4K in Q1 2025.
  • 889 funds tracked by Wall St. Rank held Solventum as of Q2 2025.

Based on Intelligent Financial Strategies's 13F filing for Q2 2025, filed 31 Jul 2025.