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Petros Family Wealth’s Solventum SOLV Stock Holding History

Petros Family Wealth’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
Q4 		– Sell
-2,913
Closed -$213K – 176
2025
Q3 		$213K Sell
2,913
-135
-4% -$9.9K 0.18% 119
2025
Q2 		$231K Sell
3,048
-50
-2% -$3.54K 0.21% 113
2025
Q1 		$236K Hold
3,098
– – 0.26% 107
2024
Q4 		$205K Buy
+3,098
New +$217K 0.22% 120

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 $15.2B AUM 1.56% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TFM
Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 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
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Petros Family Wealth's SOLV Position: Q4 2025 in Review

Petros Family Wealth sold out of Solventum (SOLV) in Q4 2025, closing a stake of 2,913 shares — an estimated $213K sold.

Petros Family Wealth first reported a position in SOLV in Q4 2024 and held it in 4 quarters. The position peaked at $236K in Q1 2025. 942 funds tracked by Wall St. Rank hold SOLV as of Q4 2025.

  • Petros Family Wealth reported no remaining Solventum position as of Q4 2025 after selling out during the quarter.
  • Petros Family Wealth sold 2,913 Solventum shares in Q4 2025, an estimated $213K.
  • Petros Family Wealth first reported a position in Solventum in Q4 2024 and held it in 4 quarters.
  • Petros Family Wealth's Solventum position peaked at $236K in Q1 2025.
  • 942 funds tracked by Wall St. Rank held Solventum as of Q4 2025.

Based on Petros Family Wealth's 13F filing for Q4 2025, filed 14 Jan 2026.