PWMA
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Pension & Wealth Management Advisors’s Solventum SOLV Stock Holding History

Pension & Wealth Management 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
2026
Q2 		$10.1K Hold
131
– – ﹤0.01% 445
2026
Q1 		$8.55K Hold
131
– – ﹤0.01% 407
2025
Q4 		$10.4K Sell
131
-11
-8% -$842 ﹤0.01% 411
2025
Q3 		$10.4K Hold
142
– – ﹤0.01% 404
2025
Q2 		$10.8K Hold
142
– – ﹤0.01% 356
2025
Q1 		$10.8K Hold
142
– – ﹤0.01% 358
2024
Q4 		$9.38K Sell
142
-42
-23% -$2.94K ﹤0.01% 369
2024
Q3 		$12.8K Hold
184
– – 0.01% 289
2024
Q2 		$9.73K Buy
+184
New +$11.2K 0.01% 285

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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Pension & Wealth Management Advisors's SOLV Position: Q2 2026 in Review

Pension & Wealth Management Advisors held its Solventum (SOLV) position steady in Q2 2026 at 131 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #445.

Pension & Wealth Management Advisors first reported a position in SOLV in Q2 2024 and has held it in 9 quarters since. The position peaked at $12.8K in Q3 2024. 835 funds tracked by Wall St. Rank hold SOLV as of Q2 2026.

  • Pension & Wealth Management Advisors held 131 shares of Solventum worth $10.1K as of Q2 2026.
  • Pension & Wealth Management Advisors left its Solventum share count unchanged in Q2 2026.
  • Solventum made up ﹤0.01% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #445 holding.
  • Pension & Wealth Management Advisors first reported a position in Solventum in Q2 2024 and has held it in 9 quarters since.
  • Pension & Wealth Management Advisors's Solventum position peaked at $12.8K in Q3 2024.
  • 835 funds tracked by Wall St. Rank held Solventum as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.