JWA
SOLV icon

JFS Wealth Advisors’s Solventum SOLV Stock Holding History

JFS 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
Q2 		$2.78K Buy
36
+9
+33% +$656 ﹤0.01% 1496
2026
Q1 		$1.76K Sell
27
-26
-49% -$1.93K ﹤0.01% 1544
2025
Q4 		$4.2K Buy
53
+10
+23% +$766 ﹤0.01% 1306
2025
Q3 		$3.14K Hold
43
– – ﹤0.01% 1299
2025
Q2 		$3.26K Sell
43
-7
-14% -$496 ﹤0.01% 1239
2025
Q1 		$3.8K Sell
50
-18
-26% -$1.34K ﹤0.01% 1235
2024
Q4 		$4.49K Hold
68
– – ﹤0.01% 1167
2024
Q3 		$4.74K Hold
68
– – ﹤0.01% 1140
2024
Q2 		$3.6K Buy
+68
New +$4.13K ﹤0.01% 1196

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

JFS Wealth Advisors's SOLV Position: Q2 2026 in Review

JFS Wealth Advisors increased its Solventum (SOLV) stake by 33% in Q2 2026, buying an estimated $656 and bringing the position to 36 shares worth $2.78K. The position accounts for ﹤0.01% of the portfolio, ranked #1496.

JFS Wealth Advisors first reported a position in SOLV in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.74K in Q3 2024. 875 funds tracked by Wall St. Rank hold SOLV as of Q2 2026.

  • JFS Wealth Advisors held 36 shares of Solventum worth $2.78K as of Q2 2026.
  • JFS Wealth Advisors bought 9 Solventum shares in Q2 2026, an estimated $656.
  • Solventum made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1496 holding.
  • JFS Wealth Advisors first reported a position in Solventum in Q2 2024 and has held it in 9 quarters since.
  • JFS Wealth Advisors's Solventum position peaked at $4.74K in Q3 2024.
  • 875 funds tracked by Wall St. Rank held Solventum as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.