Merit Financial Group
SOLV icon

Merit Financial Group’s Solventum SOLV Stock Holding History

Merit 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
Q3 		$569K Buy
6,454
+1,332
+26% +$114K ﹤0.01% 1503
2026
Q2 		$395K Buy
5,122
+1,579
+45% +$115K ﹤0.01% 1639
2026
Q1 		$231K Sell
3,543
-714
-17% -$53K ﹤0.01% 1825
2025
Q4 		$337K Buy
+4,257
New +$326K ﹤0.01% 1490
2025
Q2 		– Sell
-2,989
Closed -$227K – 1754
2025
Q1 		$227K Sell
2,989
-575
-16% -$42.8K ﹤0.01% 1236
2024
Q4 		$235K Buy
+3,564
New +$250K ﹤0.01% 1030

Other funds holding SOLV

Independent Franchise Partners
Independent Franchise Partners London, United Kingdom $16.1B AUM 4.39% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Davis Selected Advisers
Davis Selected Advisers Tucson, Arizona $23.2B AUM 18.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Merit Financial Group's SOLV Position: Q3 2026 in Review

Merit Financial Group increased its Solventum (SOLV) stake by 26% in Q3 2026, buying an estimated $114K and bringing the position to 6,454 shares worth $569K. The position accounts for ﹤0.01% of the portfolio, ranked #1503.

Merit Financial Group first reported a position in SOLV in Q4 2024 and has held it in 6 quarters since. 759 funds tracked by Wall St. Rank hold SOLV as of Q3 2026.

  • Merit Financial Group held 6,454 shares of Solventum worth $569K as of Q3 2026.
  • Merit Financial Group bought 1,332 Solventum shares in Q3 2026, an estimated $114K.
  • Solventum made up ﹤0.01% of Merit Financial Group's portfolio in Q3 2026, its #1503 holding.
  • Merit Financial Group first reported a position in Solventum in Q4 2024 and has held it in 6 quarters since.
  • 759 funds tracked by Wall St. Rank held Solventum as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.