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Optimum Investment Advisors’s Solventum SOLV Stock Holding History

Optimum 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
2024
Q4 		– Sell
-175
Closed -$12.2K – 645
2024
Q3 		$12.2K Hold
175
– – 0.01% 513
2024
Q2 		$9.25K Buy
+175
New +$10.6K ﹤0.01% 530

Other funds holding SOLV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return

Optimum Investment Advisors's SOLV Position: Q4 2024 in Review

Optimum Investment Advisors sold out of Solventum (SOLV) in Q4 2024, closing a stake of 175 shares — an estimated $12.2K sold.

Optimum Investment Advisors first reported a position in SOLV in Q2 2024 and held it in 2 quarters. The position peaked at $12.2K in Q3 2024. 940 funds tracked by Wall St. Rank hold SOLV as of Q4 2024.

  • Optimum Investment Advisors reported no remaining Solventum position as of Q4 2024 after selling out during the quarter.
  • Optimum Investment Advisors sold 175 Solventum shares in Q4 2024, an estimated $12.2K.
  • Optimum Investment Advisors first reported a position in Solventum in Q2 2024 and held it in 2 quarters.
  • Optimum Investment Advisors's Solventum position peaked at $12.2K in Q3 2024.
  • 940 funds tracked by Wall St. Rank held Solventum as of Q4 2024.

Based on Optimum Investment Advisors's 13F filing for Q4 2024, filed 11 Feb 2025.