MC
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Mayar Capital’s Solventum SOLV Stock Holding History

Mayar Capital’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 		$7.65M Sell
99,190
-7,400
-7% -$540K 8.58% 7
2026
Q1 		$6.96M Hold
106,590
– – 8.3% 6
2025
Q4 		$8.45M Hold
106,590
– – 11.47% 4
2025
Q3 		$7.78M Hold
106,590
– – 12.17% 4
2025
Q2 		$8.08M Buy
106,590
+19,600
+23% +$1.39M 14.86% 3
2025
Q1 		$6.61M Buy
86,990
+56,700
+187% +$4.22M 11.72% 3
2024
Q4 		$2M Buy
30,290
+19,739
+187% +$1.38M 2.62% 10
2024
Q3 		$736K Sell
10,551
-700
-6% -$42.1K 0.72% 12
2024
Q2 		$595K Buy
+11,251
New +$683K 0.55% 13

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 $3.38T AUM 44.17% 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

Mayar Capital's SOLV Position: Q2 2026 in Review

Mayar Capital reduced its Solventum (SOLV) stake by 6.9% in Q2 2026, selling an estimated $540K and leaving 99,190 shares worth $7.65M. The position accounts for 8.58% of the portfolio, ranked #7.

Mayar Capital first reported a position in SOLV in Q2 2024 and has held it in 9 quarters since. The position peaked at $8.45M in Q4 2025. 885 funds tracked by Wall St. Rank hold SOLV as of Q2 2026.

  • Mayar Capital held 99,190 shares of Solventum worth $7.65M as of Q2 2026.
  • Mayar Capital sold 7,400 Solventum shares in Q2 2026, an estimated $540K.
  • Solventum made up 8.58% of Mayar Capital's portfolio in Q2 2026, its #7 holding.
  • Mayar Capital first reported a position in Solventum in Q2 2024 and has held it in 9 quarters since.
  • Mayar Capital's Solventum position peaked at $8.45M in Q4 2025.
  • 885 funds tracked by Wall St. Rank held Solventum as of Q2 2026.

Based on Mayar Capital's 13F filing for Q2 2026, filed 22 Jul 2026.