Optimize Financial’s Solventum SOLV Stock Holding History

Optimize Financial’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	$491K	Sell	6,363 -22	-0.3%	-$1.6K	0.18%	152
2026 Q1	$417K	Buy	+6,385	New	+$474K	0.21%	184

Other funds holding SOLV

IFP

Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Malvern, Pennsylvania $2.22T AUM

DSA

Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Optimize Financial's SOLV Position: Q2 2026 in Review

Optimize Financial reduced its Solventum (SOLV) stake by 0.34% in Q2 2026, selling an estimated $1.6K and leaving 6,363 shares worth $491K. The position accounts for 0.18% of the portfolio, ranked #152.

Optimize Financial first reported a position in SOLV in Q1 2026 and has held it in 2 quarters since. 881 funds tracked by Wall St. Rank hold SOLV as of Q2 2026.

Optimize Financial held 6,363 shares of Solventum worth $491K as of Q2 2026.
Optimize Financial sold 22 Solventum shares in Q2 2026, an estimated $1.6K.
Solventum made up 0.18% of Optimize Financial's portfolio in Q2 2026, its #152 holding.
Optimize Financial first reported a position in Solventum in Q1 2026 and has held it in 2 quarters since.
881 funds tracked by Wall St. Rank held Solventum as of Q2 2026.

Based on Optimize Financial's 13F filing for Q2 2026, filed 27 Aug 2026.