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 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

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

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 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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Key Financial Inc's SOLV Position: Q1 2026 in Review

Key Financial Inc held its Solventum (SOLV) position steady in Q1 2026 at 728 shares worth $47.5K. The position accounts for 0.01% of the portfolio, ranked #538.

Key Financial Inc first reported a position in SOLV in Q2 2024 and has held it in 8 quarters since. The position peaked at $57.7K in Q4 2025. 877 funds tracked by Wall St. Rank hold SOLV as of Q1 2026.

Key Financial Inc held 728 shares of Solventum worth $47.5K as of Q1 2026.
Key Financial Inc left its Solventum share count unchanged in Q1 2026.
Solventum made up 0.01% of Key Financial Inc's portfolio in Q1 2026, its #538 holding.
Key Financial Inc first reported a position in Solventum in Q2 2024 and has held it in 8 quarters since.
Key Financial Inc's Solventum position peaked at $57.7K in Q4 2025.
877 funds tracked by Wall St. Rank held Solventum as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.