MWA
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Moser Wealth Advisors’s Solventum SOLV Stock Holding History

Moser 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
2025
Q2 		$303 Hold
4
– – ﹤0.01% 197
2025
Q1 		$304 Buy
+4
New +$298 ﹤0.01% 160
2024
Q4 		– Sell
-18
Closed -$1.25K – 143
2024
Q3 		$1.25K Hold
18
– – ﹤0.01% 137
2024
Q2 		$952 Buy
+18
New +$1.09K ﹤0.01% 147

Other funds holding SOLV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return

Moser Wealth Advisors's SOLV Position: Q2 2025 in Review

Moser Wealth Advisors held its Solventum (SOLV) position steady in Q2 2025 at 4 shares worth $303. The position accounts for ﹤0.01% of the portfolio, ranked #197.

Moser Wealth Advisors first reported a position in SOLV in Q2 2024 and has held it in 4 quarters since. The position peaked at $1.25K in Q3 2024. 888 funds tracked by Wall St. Rank hold SOLV as of Q2 2025.

  • Moser Wealth Advisors held 4 shares of Solventum worth $303 as of Q2 2025.
  • Moser Wealth Advisors left its Solventum share count unchanged in Q2 2025.
  • Solventum made up ﹤0.01% of Moser Wealth Advisors's portfolio in Q2 2025, its #197 holding.
  • Moser Wealth Advisors first reported a position in Solventum in Q2 2024 and has held it in 4 quarters since.
  • Moser Wealth Advisors's Solventum position peaked at $1.25K in Q3 2024.
  • 888 funds tracked by Wall St. Rank held Solventum as of Q2 2025.

Based on Moser Wealth Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.