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Mowery & Schoenfeld Wealth Management’s Solventum SOLV Stock Holding History

Mowery & Schoenfeld Wealth Management’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 		– Sell
-20
Closed -$1.58K – 499
2025
Q4 		$1.58K Hold
20
– – ﹤0.01% 408
2025
Q3 		$1.46K Hold
20
– – ﹤0.01% 346
2025
Q2 		$1.52K Hold
20
– – ﹤0.01% 342
2025
Q1 		$1.52K Sell
20
-3
-13% -$223 ﹤0.01% 395
2024
Q4 		$1.52K Buy
+23
New +$1.61K ﹤0.01% 421

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 $23.3B AUM 26.95% 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

Mowery & Schoenfeld Wealth Management's SOLV Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management sold out of Solventum (SOLV) in Q1 2026, closing a stake of 20 shares — an estimated $1.58K sold.

Mowery & Schoenfeld Wealth Management first reported a position in SOLV in Q4 2024 and held it in 5 quarters. The position peaked at $1.58K in Q4 2025. 880 funds tracked by Wall St. Rank hold SOLV as of Q1 2026.

  • Mowery & Schoenfeld Wealth Management reported no remaining Solventum position as of Q1 2026 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 20 Solventum shares in Q1 2026, an estimated $1.58K.
  • Mowery & Schoenfeld Wealth Management first reported a position in Solventum in Q4 2024 and held it in 5 quarters.
  • Mowery & Schoenfeld Wealth Management's Solventum position peaked at $1.58K in Q4 2025.
  • 880 funds tracked by Wall St. Rank held Solventum as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.