PWA
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Physician Wealth Advisors’s Solventum SOLV Stock Holding History

Physician Wealth 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 		$11.5K Buy
149
+16
+12% +$1.17K ﹤0.01% 832
2026
Q1 		$8.69K Buy
133
+14
+12% +$1.04K ﹤0.01% 841
2025
Q4 		$9.43K Sell
119
-250
-68% -$19.1K ﹤0.01% 788
2025
Q3 		$26.9K Hold
369
– – ﹤0.01% 506
2025
Q2 		$28K Buy
369
+23
+7% +$1.63K ﹤0.01% 458
2025
Q1 		$26.3K Hold
346
– – ﹤0.01% 442
2024
Q4 		$22.9K Buy
+346
New +$24.2K ﹤0.01% 477

Other funds holding SOLV

WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return
MC
Mayar Capital London, United Kingdom $89.1M AUM 3.94% 1-Year Est. Return
BL
BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
IHL
Investment House LLC Redondo Beach, California $1.92B AUM 25.81% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Physician Wealth Advisors's SOLV Position: Q2 2026 in Review

Physician Wealth Advisors increased its Solventum (SOLV) stake by 12% in Q2 2026, buying an estimated $1.17K and bringing the position to 149 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #832.

Physician Wealth Advisors first reported a position in SOLV in Q4 2024 and has held it in 7 quarters since. The position peaked at $28K in Q2 2025. 159 funds tracked by Wall St. Rank hold SOLV as of Q2 2026.

  • Physician Wealth Advisors held 149 shares of Solventum worth $11.5K as of Q2 2026.
  • Physician Wealth Advisors bought 16 Solventum shares in Q2 2026, an estimated $1.17K.
  • Solventum made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #832 holding.
  • Physician Wealth Advisors first reported a position in Solventum in Q4 2024 and has held it in 7 quarters since.
  • Physician Wealth Advisors's Solventum position peaked at $28K in Q2 2025.
  • 159 funds tracked by Wall St. Rank held Solventum as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.