MYIA
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Mount Yale Investment Advisors’s Solventum SOLV Stock Holding History

Mount Yale Investment 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 		$573K Buy
7,421
+564
+8% +$41.1K 0.01% 739
2026
Q1 		$448K Buy
6,857
+2,461
+56% +$183K 0.01% 754
2025
Q4 		$348K Buy
4,396
+512
+13% +$39.2K 0.02% 554
2025
Q3 		$284K Buy
3,884
+1,661
+75% +$122K 0.02% 535
2025
Q2 		$169K Buy
+2,223
New +$157K 0.01% 567

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

Mount Yale Investment Advisors's SOLV Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its Solventum (SOLV) stake by 8.2% in Q2 2026, buying an estimated $41.1K and bringing the position to 7,421 shares worth $573K. The position accounts for 0.01% of the portfolio, ranked #739.

Mount Yale Investment Advisors first reported a position in SOLV in Q2 2025 and has held it in 5 quarters since. 885 funds tracked by Wall St. Rank hold SOLV as of Q2 2026.

  • Mount Yale Investment Advisors held 7,421 shares of Solventum worth $573K as of Q2 2026.
  • Mount Yale Investment Advisors bought 564 Solventum shares in Q2 2026, an estimated $41.1K.
  • Solventum made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #739 holding.
  • Mount Yale Investment Advisors first reported a position in Solventum in Q2 2025 and has held it in 5 quarters since.
  • 885 funds tracked by Wall St. Rank held Solventum as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.