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Lugano Financial Advisors SA (LFA)’s Solventum SOLV Stock Holding History

Lugano Financial Advisors SA (LFA)’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 		– Sell
-150
Closed -$10.5K – 202
2024
Q3 		$10.5K Hold
150
– – 0.01% 175
2024
Q2 		$7.93K Buy
+150
New +$9.11K 0.01% 166

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

Lugano Financial Advisors SA (LFA)'s SOLV Position: Q4 2024 in Review

Lugano Financial Advisors SA (LFA) sold out of Solventum (SOLV) in Q4 2024, closing a stake of 150 shares — an estimated $10.5K sold.

Lugano Financial Advisors SA (LFA) first reported a position in SOLV in Q2 2024 and held it in 2 quarters. The position peaked at $10.5K in Q3 2024. 940 funds tracked by Wall St. Rank hold SOLV as of Q4 2024.

  • Lugano Financial Advisors SA (LFA) reported no remaining Solventum position as of Q4 2024 after selling out during the quarter.
  • Lugano Financial Advisors SA (LFA) sold 150 Solventum shares in Q4 2024, an estimated $10.5K.
  • Lugano Financial Advisors SA (LFA) first reported a position in Solventum in Q2 2024 and held it in 2 quarters.
  • Lugano Financial Advisors SA (LFA)'s Solventum position peaked at $10.5K in Q3 2024.
  • 940 funds tracked by Wall St. Rank held Solventum as of Q4 2024.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q4 2024, filed 10 Feb 2025.