Principia Wealth Advisory’s Solventum SOLV Stock Holding History

Principia Wealth Advisory’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	$617	Sell	8 -4	-33%	-$292	﹤0.01%	852
2026 Q1	$784	Buy	12 +9	+300%	+$668	﹤0.01%	762
2025 Q4	$238	Sell	3 -2	-40%	-$153	﹤0.01%	909
2025 Q3	$365	Hold	5	–	–	﹤0.01%	832
2025 Q2	$379	Buy	5 +2	+67%	+$142	﹤0.01%	800
2025 Q1	$206	Buy	+3	New	+$223	﹤0.01%	769

Other funds holding SOLV

IFP

Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Malvern, Pennsylvania $2.22T AUM

DSA

Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Principia Wealth Advisory's SOLV Position: Q2 2026 in Review

Principia Wealth Advisory reduced its Solventum (SOLV) stake by 33% in Q2 2026, selling an estimated $292 and leaving 8 shares worth $617. The position accounts for ﹤0.01% of the portfolio, ranked #852.

Principia Wealth Advisory first reported a position in SOLV in Q1 2025 and has held it in 6 quarters since. The position peaked at $784 in Q1 2026. 878 funds tracked by Wall St. Rank hold SOLV as of Q2 2026.

Principia Wealth Advisory held 8 shares of Solventum worth $617 as of Q2 2026.
Principia Wealth Advisory sold 4 Solventum shares in Q2 2026, an estimated $292.
Solventum made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #852 holding.
Principia Wealth Advisory first reported a position in Solventum in Q1 2025 and has held it in 6 quarters since.
Principia Wealth Advisory's Solventum position peaked at $784 in Q1 2026.
878 funds tracked by Wall St. Rank held Solventum as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.