MSFP
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Mark Sheptoff Financial Planning’s Solventum SOLV Stock Holding History

Mark Sheptoff Financial Planning’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 		$21.9K Hold
284
– – 0.01% 278
2026
Q1 		$19.6K Buy
+284
New +$21.1K 0.01% 275

Other funds holding SOLV

IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
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
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Mark Sheptoff Financial Planning's SOLV Position: Q2 2026 in Review

Mark Sheptoff Financial Planning held its Solventum (SOLV) position steady in Q2 2026 at 284 shares worth $21.9K. The position accounts for 0.01% of the portfolio, ranked #278.

Mark Sheptoff Financial Planning first reported a position in SOLV in Q1 2026 and has held it in 2 quarters since. 881 funds tracked by Wall St. Rank hold SOLV as of Q2 2026.

  • Mark Sheptoff Financial Planning held 284 shares of Solventum worth $21.9K as of Q2 2026.
  • Mark Sheptoff Financial Planning left its Solventum share count unchanged in Q2 2026.
  • Solventum made up 0.01% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #278 holding.
  • Mark Sheptoff Financial Planning first reported a position in Solventum in Q1 2026 and has held it in 2 quarters since.
  • 881 funds tracked by Wall St. Rank held Solventum as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.