PFW
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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

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IFP
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BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
TFM
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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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return