MWA
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Medallion Wealth Advisors’s Solventum SOLV Stock Holding History

Medallion Wealth Advisors’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 		$16.8K Sell
218
-50
-19% -$3.65K 0.01% 661
2026
Q1 		$17.5K Hold
268
– – 0.01% 675
2025
Q4 		$21.2K Hold
268
– – 0.01% 630
2025
Q3 		$19.6K Hold
268
– – 0.01% 637
2025
Q2 		$20.7K Hold
268
– – 0.01% 614
2025
Q1 		$20.4K Hold
268
– – 0.01% 568
2024
Q4 		$18.4K Buy
+268
New +$18.8K 0.01% 569

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

Medallion Wealth Advisors's SOLV Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its Solventum (SOLV) stake by 19% in Q2 2026, selling an estimated $3.65K and leaving 218 shares worth $16.8K. The position accounts for 0.01% of the portfolio, ranked #661.

Medallion Wealth Advisors first reported a position in SOLV in Q4 2024 and has held it in 7 quarters since. The position peaked at $21.2K in Q4 2025. 883 funds tracked by Wall St. Rank hold SOLV as of Q2 2026.

  • Medallion Wealth Advisors held 218 shares of Solventum worth $16.8K as of Q2 2026.
  • Medallion Wealth Advisors sold 50 Solventum shares in Q2 2026, an estimated $3.65K.
  • Solventum made up 0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #661 holding.
  • Medallion Wealth Advisors first reported a position in Solventum in Q4 2024 and has held it in 7 quarters since.
  • Medallion Wealth Advisors's Solventum position peaked at $21.2K in Q4 2025.
  • 883 funds tracked by Wall St. Rank held Solventum as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.