IWA
SOLV icon

IVC Wealth Advisors’s Solventum SOLV Stock Holding History

IVC 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 		– Sell
-6,528
Closed -$517K – 188
2025
Q4 		$517K Sell
6,528
-124
-2% -$9.5K 0.23% 83
2025
Q3 		$486K Sell
6,652
-251
-4% -$18.4K 0.22% 88
2025
Q2 		$524K Sell
6,903
-316
-4% -$22.4K 0.26% 70
2025
Q1 		$549K Sell
7,219
-24
-0.3% -$1.79K 0.3% 70
2024
Q4 		$478K Buy
7,243
+594
+9% +$41.6K 0.27% 75
2024
Q3 		$464K Buy
6,649
+318
+5% +$19.1K 0.25% 83
2024
Q2 		$335K Buy
+6,331
New +$384K 0.19% 111

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

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

IVC Wealth Advisors sold out of Solventum (SOLV) in Q1 2026, closing a stake of 6,528 shares — an estimated $517K sold.

IVC Wealth Advisors first reported a position in SOLV in Q2 2024 and held it in 7 quarters. The position peaked at $549K in Q1 2025. 877 funds tracked by Wall St. Rank hold SOLV as of Q1 2026.

  • IVC Wealth Advisors reported no remaining Solventum position as of Q1 2026 after selling out during the quarter.
  • IVC Wealth Advisors sold 6,528 Solventum shares in Q1 2026, an estimated $517K.
  • IVC Wealth Advisors first reported a position in Solventum in Q2 2024 and held it in 7 quarters.
  • IVC Wealth Advisors's Solventum position peaked at $549K in Q1 2025.
  • 877 funds tracked by Wall St. Rank held Solventum as of Q1 2026.

Based on IVC Wealth Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.