KFP
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Keystone Financial Planning’s Solventum SOLV Stock Holding History

Keystone Financial Planning’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
2025
Q4 		– Sell
-15,554
Closed -$1.14M – 48
2025
Q3 		$1.14M Sell
15,554
-1,306
-8% -$95.7K 0.33% 31
2025
Q2 		$1.28M Sell
16,860
-5
-0% -$354 0.39% 30
2025
Q1 		$1.28M Hold
16,865
– – 0.38% 32
2024
Q4 		$1.11M Sell
16,865
-340
-2% -$23.8K 0.35% 33
2024
Q3 		$1.2M Sell
17,205
-17
-0.1% -$1.02K 0.36% 33
2024
Q2 		$911K Buy
+17,222
New +$1.05M 0.3% 34

Other funds holding SOLV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
TFM
Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 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
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Keystone Financial Planning's SOLV Position: Q4 2025 in Review

Keystone Financial Planning sold out of Solventum (SOLV) in Q4 2025, closing a stake of 15,554 shares — an estimated $1.14M sold.

Keystone Financial Planning first reported a position in SOLV in Q2 2024 and held it in 6 quarters. The position peaked at $1.28M in Q1 2025. 941 funds tracked by Wall St. Rank hold SOLV as of Q4 2025.

  • Keystone Financial Planning reported no remaining Solventum position as of Q4 2025 after selling out during the quarter.
  • Keystone Financial Planning sold 15,554 Solventum shares in Q4 2025, an estimated $1.14M.
  • Keystone Financial Planning first reported a position in Solventum in Q2 2024 and held it in 6 quarters.
  • Keystone Financial Planning's Solventum position peaked at $1.28M in Q1 2025.
  • 941 funds tracked by Wall St. Rank held Solventum as of Q4 2025.

Based on Keystone Financial Planning's 13F filing for Q4 2025, filed 7 Jan 2026.