PSFG
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Park Square Financial Group’s Solventum SOLV Stock Holding History

Park Square Financial Group’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
2025
Q3 		– Sell
-8
Closed -$607 – 997
2025
Q2 		$607 Hold
8
– – ﹤0.01% 968
2025
Q1 		$608 Hold
8
– – ﹤0.01% 923
2024
Q4 		$528 Buy
+8
New +$560 ﹤0.01% 923

Other funds holding SOLV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Park Square Financial Group's SOLV Position: Q3 2025 in Review

Park Square Financial Group sold out of Solventum (SOLV) in Q3 2025, closing a stake of 8 shares — an estimated $607 sold.

Park Square Financial Group first reported a position in SOLV in Q4 2024 and held it in 3 quarters. The position peaked at $608 in Q1 2025. 868 funds tracked by Wall St. Rank hold SOLV as of Q3 2025.

  • Park Square Financial Group reported no remaining Solventum position as of Q3 2025 after selling out during the quarter.
  • Park Square Financial Group sold 8 Solventum shares in Q3 2025, an estimated $607.
  • Park Square Financial Group first reported a position in Solventum in Q4 2024 and held it in 3 quarters.
  • Park Square Financial Group's Solventum position peaked at $608 in Q1 2025.
  • 868 funds tracked by Wall St. Rank held Solventum as of Q3 2025.

Based on Park Square Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.