KFA
SOLV icon

Kelleher Financial Advisors’s Solventum SOLV Stock Holding History

Kelleher Financial 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 		$1.31K Hold
17
– – ﹤0.01% 788
2026
Q1 		$1.29K Hold
17
– – ﹤0.01% 640
2025
Q4 		$1.35K Hold
17
– – ﹤0.01% 656
2025
Q3 		$1.24K Buy
+17
New +$1.25K ﹤0.01% 593

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

Kelleher Financial Advisors's SOLV Position: Q2 2026 in Review

Kelleher Financial Advisors held its Solventum (SOLV) position steady in Q2 2026 at 17 shares worth $1.31K. The position accounts for ﹤0.01% of the portfolio, ranked #788.

Kelleher Financial Advisors first reported a position in SOLV in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.35K in Q4 2025. 875 funds tracked by Wall St. Rank hold SOLV as of Q2 2026.

  • Kelleher Financial Advisors held 17 shares of Solventum worth $1.31K as of Q2 2026.
  • Kelleher Financial Advisors left its Solventum share count unchanged in Q2 2026.
  • Solventum made up ﹤0.01% of Kelleher Financial Advisors's portfolio in Q2 2026, its #788 holding.
  • Kelleher Financial Advisors first reported a position in Solventum in Q3 2025 and has held it in 4 quarters since.
  • Kelleher Financial Advisors's Solventum position peaked at $1.35K in Q4 2025.
  • 875 funds tracked by Wall St. Rank held Solventum as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.