KKM Financial’s Solventum SOLV Stock Holding History

KKM Financial’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 Q1	–	Sell	-4,445	Closed	-$294K	–	155
2024 Q4	$294K	Buy	4,445 +78	+2%	+$5.46K	0.12%	126
2024 Q3	$304K	Buy	4,367 +319	+8%	+$19.2K	0.15%	117
2024 Q2	$215K	Buy	+4,048	New	+$246K	0.1%	140

Other funds holding SOLV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

IFP

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

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

MAP

Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return

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

KKM Financial's SOLV Position: Q1 2025 in Review

KKM Financial sold out of Solventum (SOLV) in Q1 2025, closing a stake of 4,445 shares — an estimated $294K sold.

KKM Financial first reported a position in SOLV in Q2 2024 and held it in 3 quarters. The position peaked at $304K in Q3 2024. 914 funds tracked by Wall St. Rank hold SOLV as of Q1 2025.

KKM Financial reported no remaining Solventum position as of Q1 2025 after selling out during the quarter.
KKM Financial sold 4,445 Solventum shares in Q1 2025, an estimated $294K.
KKM Financial first reported a position in Solventum in Q2 2024 and held it in 3 quarters.
KKM Financial's Solventum position peaked at $304K in Q3 2024.
914 funds tracked by Wall St. Rank held Solventum as of Q1 2025.

Based on KKM Financial's 13F filing for Q1 2025, filed 15 May 2025.