Kovitz Investment Group Partners
SOLV icon

Kovitz Investment Group Partners’s Solventum SOLV Stock Holding History

Kovitz Investment Group 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
Q1 		$206K Sell
3,149
-331
-10% -$24.6K ﹤0.01% 478
2025
Q4 		$276K Sell
3,480
-2,508
-42% -$192K 0.01% 443
2025
Q3 		$437K Sell
5,988
-610
-9% -$44.7K ﹤0.01% 1082
2025
Q2 		$500K Buy
6,598
+166
+3% +$11.8K ﹤0.01% 970
2025
Q1 		$489K Buy
6,432
+543
+9% +$40.4K ﹤0.01% 911
2024
Q4 		$389K Buy
5,889
+787
+15% +$55.1K ﹤0.01% 967
2024
Q3 		$207K Buy
+5,102
New +$307K ﹤0.01% 943

Other funds holding SOLV

IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Kovitz Investment Group Partners's SOLV Position: Q1 2026 in Review

Kovitz Investment Group Partners reduced its Solventum (SOLV) stake by 9.5% in Q1 2026, selling an estimated $24.6K and leaving 3,149 shares worth $206K. The position accounts for ﹤0.01% of the portfolio, ranked #478.

Kovitz Investment Group Partners first reported a position in SOLV in Q3 2024 and has held it in 7 quarters since. The position peaked at $500K in Q2 2025. 880 funds tracked by Wall St. Rank hold SOLV as of Q1 2026.

  • Kovitz Investment Group Partners held 3,149 shares of Solventum worth $206K as of Q1 2026.
  • Kovitz Investment Group Partners sold 331 Solventum shares in Q1 2026, an estimated $24.6K.
  • Solventum made up ﹤0.01% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #478 holding.
  • Kovitz Investment Group Partners first reported a position in Solventum in Q3 2024 and has held it in 7 quarters since.
  • Kovitz Investment Group Partners's Solventum position peaked at $500K in Q2 2025.
  • 880 funds tracked by Wall St. Rank held Solventum as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.