Leverty Financial Group’s Solventum SOLV Stock Holding History

Leverty Financial 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
2026 Q2	$410K	Buy	5,318 +274	+5%	+$20K	0.08%	29
2026 Q1	$329K	Buy	5,044 +1,014	+25%	+$75.3K	0.07%	30
2025 Q4	$319K	Buy	+4,030	New	+$309K	0.08%	32
2024 Q4	–	Sell	-3,852	Closed	-$269K	–	39
2024 Q3	$269K	Sell	3,852 -730	-16%	-$43.9K	0.15%	26
2024 Q2	$242K	Buy	+4,582	New	+$278K	0.14%	26

Other funds holding SOLV

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Leverty Financial Group's SOLV Position: Q2 2026 in Review

Leverty Financial Group increased its Solventum (SOLV) stake by 5.4% in Q2 2026, buying an estimated $20K and bringing the position to 5,318 shares worth $410K. The position accounts for 0.08% of the portfolio, ranked #29.

Leverty Financial Group first reported a position in SOLV in Q2 2024 and has held it in 5 quarters since. 102 funds tracked by Wall St. Rank hold SOLV as of Q2 2026.

Leverty Financial Group held 5,318 shares of Solventum worth $410K as of Q2 2026.
Leverty Financial Group bought 274 Solventum shares in Q2 2026, an estimated $20K.
Solventum made up 0.08% of Leverty Financial Group's portfolio in Q2 2026, its #29 holding.
Leverty Financial Group first reported a position in Solventum in Q2 2024 and has held it in 5 quarters since.
102 funds tracked by Wall St. Rank held Solventum as of Q2 2026.

Based on Leverty Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.