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
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 $14.3B AUM 3.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mount Yale Investment Advisors's SOLV Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Solventum (SOLV) stake by 56% in Q1 2026, buying an estimated $183K and bringing the position to 6,857 shares worth $448K. The position accounts for 0.01% of the portfolio, ranked #754.

Mount Yale Investment Advisors first reported a position in SOLV in Q2 2025 and has held it in 4 quarters since. 880 funds tracked by Wall St. Rank hold SOLV as of Q1 2026.

  • Mount Yale Investment Advisors held 6,857 shares of Solventum worth $448K as of Q1 2026.
  • Mount Yale Investment Advisors bought 2,461 Solventum shares in Q1 2026, an estimated $183K.
  • Solventum made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #754 holding.
  • Mount Yale Investment Advisors first reported a position in Solventum in Q2 2025 and has held it in 4 quarters since.
  • 880 funds tracked by Wall St. Rank held Solventum as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.