NP
SOLV icon

Nelson Peltz’s Solventum SOLV Stock Holding History

Nelson Peltz’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 		$635M Hold
8,236,753
– – 15.02% 3
2026
Q1 		$538M Hold
8,236,753
– – 13.94% 3
2025
Q4 		$653M Sell
8,236,753
-226,066
-3% -$17.3M 16.38% 3
2025
Q3 		$618M Hold
8,462,819
– – 15.04% 3
2025
Q2 		$642M Hold
8,462,819
– – 16.93% 3
2025
Q1 		$644M Hold
8,462,819
– – 17.23% 3
2024
Q4 		$559M Buy
8,462,819
+1,336,564
+19% +$93.6M 14.41% 3
2024
Q3 		$497M Buy
7,126,255
+1,765,676
+33% +$106M 12.77% 4
2024
Q2 		$283M Buy
+5,360,579
New +$325M 6.91% 7

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Nelson Peltz's SOLV Position: Q2 2026 in Review

Nelson Peltz held its Solventum (SOLV) position steady in Q2 2026 at 8,236,753 shares worth $635M. The position accounts for 15.02% of the portfolio, ranked #3.

Nelson Peltz first reported a position in SOLV in Q2 2024 and has held it in 9 quarters since. The position peaked at $653M in Q4 2025. 873 funds tracked by Wall St. Rank hold SOLV as of Q2 2026.

  • Nelson Peltz held 8,236,753 shares of Solventum worth $635M as of Q2 2026.
  • Nelson Peltz left its Solventum share count unchanged in Q2 2026.
  • Solventum made up 15.02% of Nelson Peltz's portfolio in Q2 2026, its #3 holding.
  • Nelson Peltz first reported a position in Solventum in Q2 2024 and has held it in 9 quarters since.
  • Nelson Peltz's Solventum position peaked at $653M in Q4 2025.
  • 873 funds tracked by Wall St. Rank held Solventum as of Q2 2026.

Based on Trian Fund Management's 13F filing for Q2 2026, filed 12 Aug 2026.