PWM
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Perigon Wealth Management’s Solventum SOLV Stock Holding History

Perigon Wealth Management’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 		$370K Buy
4,797
+345
+8% +$25.2K 0.01% 1020
2026
Q1 		$291K Buy
4,452
+1,043
+31% +$77.5K 0.01% 1035
2025
Q4 		$270K Buy
3,409
+159
+5% +$12.2K ﹤0.01% 1064
2025
Q3 		$237K Sell
3,250
-43
-1% -$3.15K ﹤0.01% 1067
2025
Q2 		$250K Sell
3,293
-1,059
-24% -$75K 0.01% 910
2025
Q1 		$331K Buy
4,352
+159
+4% +$11.8K 0.01% 774
2024
Q4 		$305K Sell
4,193
-389
-8% -$27.2K 0.01% 814
2024
Q3 		$319K Sell
4,582
-2,084
-31% -$125K 0.01% 767
2024
Q2 		$352K Buy
+6,666
New +$405K 0.01% 632

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
TFM
Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return
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

Perigon Wealth Management's SOLV Position: Q2 2026 in Review

Perigon Wealth Management increased its Solventum (SOLV) stake by 7.7% in Q2 2026, buying an estimated $25.2K and bringing the position to 4,797 shares worth $370K. The position accounts for 0.01% of the portfolio, ranked #1020.

Perigon Wealth Management first reported a position in SOLV in Q2 2024 and has held it in 9 quarters since. 875 funds tracked by Wall St. Rank hold SOLV as of Q2 2026.

  • Perigon Wealth Management held 4,797 shares of Solventum worth $370K as of Q2 2026.
  • Perigon Wealth Management bought 345 Solventum shares in Q2 2026, an estimated $25.2K.
  • Solventum made up 0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #1020 holding.
  • Perigon Wealth Management first reported a position in Solventum in Q2 2024 and has held it in 9 quarters since.
  • 875 funds tracked by Wall St. Rank held Solventum as of Q2 2026.

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