PWPS
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Pinnacle Wealth Planning Services’s Solventum SOLV Stock Holding History

Pinnacle Wealth Planning Services’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
Q1 		$14.6K Sell
224
-23
-9% -$1.71K ﹤0.01% 1844
2025
Q4 		$19.6K Buy
+247
New +$18.9K ﹤0.01% 1727

Other funds holding SOLV

IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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 $1.02T AUM 30.18% 1-Year Est. Return

Pinnacle Wealth Planning Services's SOLV Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Solventum (SOLV) stake by 9.3% in Q1 2026, selling an estimated $1.71K and leaving 224 shares worth $14.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1844.

Pinnacle Wealth Planning Services first reported a position in SOLV in Q4 2025 and has held it in 2 quarters since. The position peaked at $19.6K in Q4 2025. 877 funds tracked by Wall St. Rank hold SOLV as of Q1 2026.

  • Pinnacle Wealth Planning Services held 224 shares of Solventum worth $14.6K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 23 Solventum shares in Q1 2026, an estimated $1.71K.
  • Solventum made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1844 holding.
  • Pinnacle Wealth Planning Services first reported a position in Solventum in Q4 2025 and has held it in 2 quarters since.
  • Pinnacle Wealth Planning Services's Solventum position peaked at $19.6K in Q4 2025.
  • 877 funds tracked by Wall St. Rank held Solventum as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.