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Kiely Wealth Advisory Group’s Solventum SOLV Stock Holding History

Kiely Wealth Advisory Group’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
2024
Q4 		$1.71K Hold
23
– – ﹤0.01% 294
2024
Q3 		$1.62K Hold
23
– – ﹤0.01% 294
2024
Q2 		$1.34K Hold
23
– – ﹤0.01% 286
2024
Q1 		$1.46K Buy
+23
New +$1.72K ﹤0.01% 259

Other funds holding SOLV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return

Kiely Wealth Advisory Group's SOLV Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its Solventum (SOLV) position steady in Q4 2024 at 23 shares worth $1.71K. The position accounts for ﹤0.01% of the portfolio, ranked #294.

Kiely Wealth Advisory Group first reported a position in SOLV in Q1 2024 and has held it in 4 quarters since. 940 funds tracked by Wall St. Rank hold SOLV as of Q4 2024.

  • Kiely Wealth Advisory Group held 23 shares of Solventum worth $1.71K as of Q4 2024.
  • Kiely Wealth Advisory Group left its Solventum share count unchanged in Q4 2024.
  • Solventum made up ﹤0.01% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #294 holding.
  • Kiely Wealth Advisory Group first reported a position in Solventum in Q1 2024 and has held it in 4 quarters since.
  • 940 funds tracked by Wall St. Rank held Solventum as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.