Jones Financial Companies
SOLV icon

Jones Financial Companies’s Solventum SOLV Stock Holding History

Jones Financial Companies’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 		$3.39M Buy
42,690
+81
+0.2% +$5.91K ﹤0.01% 1358
2026
Q1 		$2.68M Buy
42,609
+33,716
+379% +$2.5M ﹤0.01% 1307
2025
Q4 		$705K Buy
8,893
+892
+11% +$68.3K ﹤0.01% 1371
2025
Q3 		$575K Buy
8,001
+581
+8% +$42.6K ﹤0.01% 1337
2025
Q2 		$561K Sell
7,420
-48
-0.6% -$3.4K ﹤0.01% 1234
2025
Q1 		$562K Buy
7,468
+4,102
+122% +$305K ﹤0.01% 1083
2024
Q4 		$222K Buy
3,366
+418
+14% +$29.3K ﹤0.01% 1306
2024
Q3 		$202K Buy
2,948
+994
+51% +$59.8K ﹤0.01% 1131
2024
Q2 		$103K Buy
+1,954
New +$119K ﹤0.01% 1037

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 $3.38T AUM 44.17% 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

Jones Financial Companies's SOLV Position: Q2 2026 in Review

Jones Financial Companies increased its Solventum (SOLV) stake by 0.19% in Q2 2026, buying an estimated $5.91K and bringing the position to 42,690 shares worth $3.39M. The position accounts for ﹤0.01% of the portfolio, ranked #1358.

Jones Financial Companies first reported a position in SOLV in Q2 2024 and has held it in 9 quarters since. 885 funds tracked by Wall St. Rank hold SOLV as of Q2 2026.

  • Jones Financial Companies held 42,690 shares of Solventum worth $3.39M as of Q2 2026.
  • Jones Financial Companies bought 81 Solventum shares in Q2 2026, an estimated $5.91K.
  • Solventum made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1358 holding.
  • Jones Financial Companies first reported a position in Solventum in Q2 2024 and has held it in 9 quarters since.
  • 885 funds tracked by Wall St. Rank held Solventum as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.