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Morton Brown Family Wealth’s Solventum SOLV Stock Holding History

Morton Brown Family Wealth’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 		$9.64K Hold
125
– – ﹤0.01% 200
2026
Q1 		$8.16K Hold
125
– – ﹤0.01% 205
2025
Q4 		$9.9K Buy
+125
New +$9.57K ﹤0.01% 197
2025
Q1 		– Sell
-25
Closed -$1.65K – 357
2024
Q4 		$1.65K Hold
25
– – ﹤0.01% 238
2024
Q3 		$1.74K Hold
25
– – ﹤0.01% 228
2024
Q2 		$1.38K Buy
+25
New +$1.52K ﹤0.01% 201

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

Morton Brown Family Wealth's SOLV Position: Q2 2026 in Review

Morton Brown Family Wealth held its Solventum (SOLV) position steady in Q2 2026 at 125 shares worth $9.64K. The position accounts for ﹤0.01% of the portfolio, ranked #200.

Morton Brown Family Wealth first reported a position in SOLV in Q2 2024 and has held it in 6 quarters since. The position peaked at $9.9K in Q4 2025. 875 funds tracked by Wall St. Rank hold SOLV as of Q2 2026.

  • Morton Brown Family Wealth held 125 shares of Solventum worth $9.64K as of Q2 2026.
  • Morton Brown Family Wealth left its Solventum share count unchanged in Q2 2026.
  • Solventum made up ﹤0.01% of Morton Brown Family Wealth's portfolio in Q2 2026, its #200 holding.
  • Morton Brown Family Wealth first reported a position in Solventum in Q2 2024 and has held it in 6 quarters since.
  • Morton Brown Family Wealth's Solventum position peaked at $9.9K in Q4 2025.
  • 875 funds tracked by Wall St. Rank held Solventum as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.