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
Q2 		$20.4K Buy
264
+40
+18% +$2.92K ﹤0.01% 1774
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 $15.2B AUM 1.56% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
TFM
Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Pinnacle Wealth Planning Services's SOLV Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Solventum (SOLV) stake by 18% in Q2 2026, buying an estimated $2.92K and bringing the position to 264 shares worth $20.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1774.

Pinnacle Wealth Planning Services first reported a position in SOLV in Q4 2025 and has held it in 3 quarters since. 881 funds tracked by Wall St. Rank hold SOLV as of Q2 2026.

  • Pinnacle Wealth Planning Services held 264 shares of Solventum worth $20.4K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 40 Solventum shares in Q2 2026, an estimated $2.92K.
  • Solventum made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1774 holding.
  • Pinnacle Wealth Planning Services first reported a position in Solventum in Q4 2025 and has held it in 3 quarters since.
  • 881 funds tracked by Wall St. Rank held Solventum as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.