Key Financial Inc
SOLV icon

Key Financial Inc’s Solventum SOLV Stock Holding History

Key Financial Inc’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
Q3 		$62.6K Sell
710
-18
-2% -$1.54K 0.01% 494
2026
Q2 		$56.2K Hold
728
– – 0.01% 511
2026
Q1 		$47.5K Hold
728
– – 0.01% 538
2025
Q4 		$57.7K Hold
728
– – 0.01% 489
2025
Q3 		$53.2K Hold
728
– – 0.01% 508
2025
Q2 		$55.2K Sell
728
-3
-0.4% -$212 0.01% 471
2025
Q1 		$55.6K Hold
731
– – 0.01% 466
2024
Q4 		$48.3K Sell
731
-6
-0.8% -$420 0.01% 486
2024
Q3 		$51.4K Hold
737
– – 0.01% 475
2024
Q2 		$39K Buy
+737
New +$44.7K 0.01% 505

Other funds holding SOLV

Geode Capital Management
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Equity Investment Corp
Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Anchor Capital Advisors
Anchor Capital Advisors Boston, Massachusetts $3.21B AUM 13.78% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Key Financial Inc's SOLV Position: Q3 2026 in Review

Key Financial Inc reduced its Solventum (SOLV) stake by 2.5% in Q3 2026, selling an estimated $1.54K and leaving 710 shares worth $62.6K. The position accounts for 0.01% of the portfolio, ranked #494.

Key Financial Inc first reported a position in SOLV in Q2 2024 and has held it in 10 quarters since. 513 funds tracked by Wall St. Rank hold SOLV as of Q3 2026.

  • Key Financial Inc held 710 shares of Solventum worth $62.6K as of Q3 2026.
  • Key Financial Inc sold 18 Solventum shares in Q3 2026, an estimated $1.54K.
  • Solventum made up 0.01% of Key Financial Inc's portfolio in Q3 2026, its #494 holding.
  • Key Financial Inc first reported a position in Solventum in Q2 2024 and has held it in 10 quarters since.
  • 513 funds tracked by Wall St. Rank held Solventum as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.