Kiltearn Partners’s Solventum SOLV Stock Holding History

Kiltearn Partners’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	$7.51M	Sell	97,403 -4,897	-5%	-$357K	1.82%	19
2026 Q1	$6.68M	Buy	102,300 +23,391	+30%	+$1.74M	1.8%	19
2025 Q4	$6.25M	Sell	78,909 -14,091	-15%	-$1.08M	1.35%	22
2025 Q3	$6.79M	Sell	93,000 -6,500	-7%	-$476K	1.36%	23
2025 Q2	$7.55M	Sell	99,500 -1,100	-1%	-$77.9K	1.52%	21
2025 Q1	$7.65M	Buy	100,600 +27,100	+37%	+$2.02M	1.46%	22
2024 Q4	$4.86M	Buy	73,500 +32,800	+81%	+$2.3M	0.8%	31
2024 Q3	$2.84M	Buy	+40,700	New	+$2.45M	0.39%	33

Other funds holding SOLV

IFP

Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Malvern, Pennsylvania $2.22T AUM

DSA

Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Kiltearn Partners's SOLV Position: Q2 2026 in Review

Kiltearn Partners reduced its Solventum (SOLV) stake by 4.8% in Q2 2026, selling an estimated $357K and leaving 97,403 shares worth $7.51M. The position accounts for 1.82% of the portfolio, ranked #19.

Kiltearn Partners first reported a position in SOLV in Q3 2024 and has held it in 8 quarters since. The position peaked at $7.65M in Q1 2025. 883 funds tracked by Wall St. Rank hold SOLV as of Q2 2026.

Kiltearn Partners held 97,403 shares of Solventum worth $7.51M as of Q2 2026.
Kiltearn Partners sold 4,897 Solventum shares in Q2 2026, an estimated $357K.
Solventum made up 1.82% of Kiltearn Partners's portfolio in Q2 2026, its #19 holding.
Kiltearn Partners first reported a position in Solventum in Q3 2024 and has held it in 8 quarters since.
Kiltearn Partners's Solventum position peaked at $7.65M in Q1 2025.
883 funds tracked by Wall St. Rank held Solventum as of Q2 2026.

Based on Kiltearn Partners's 13F filing for Q2 2026, filed 12 Aug 2026.