Philosophy Capital Management’s Solventum SOLV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$23.5M	Hold	310,066	–	–	1.15%	12
2025 Q1	$23.6M	Buy	310,066 +102,286	+49%	+$7.78M	1.68%	13
2024 Q4	$13.7M	Buy	+207,780	New	+$13.7M	0.83%	21