PWMG
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Private Wealth Management Group’s Solventum SOLV Stock Holding History

Private Wealth Management Group’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 		$5.55K Buy
72
+11
+18% +$802 ﹤0.01% 809
2026
Q1 		$3.98K Hold
61
– – ﹤0.01% 851
2025
Q4 		$4.83K Hold
61
– – ﹤0.01% 789
2025
Q3 		$4.45K Hold
61
– – ﹤0.01% 833
2025
Q2 		$4.63K Hold
61
– – ﹤0.01% 786
2025
Q1 		$4.64K Hold
61
– – ﹤0.01% 768
2024
Q4 		$4.03K Hold
61
– – ﹤0.01% 829
2024
Q3 		$4.25K Sell
61
-3
-5% -$180 ﹤0.01% 794
2024
Q2 		$3.38K Buy
+64
New +$3.88K ﹤0.01% 869

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

Private Wealth Management Group's SOLV Position: Q2 2026 in Review

Private Wealth Management Group increased its Solventum (SOLV) stake by 18% in Q2 2026, buying an estimated $802 and bringing the position to 72 shares worth $5.55K. The position accounts for ﹤0.01% of the portfolio, ranked #809.

Private Wealth Management Group first reported a position in SOLV in Q2 2024 and has held it in 9 quarters since. 875 funds tracked by Wall St. Rank hold SOLV as of Q2 2026.

  • Private Wealth Management Group held 72 shares of Solventum worth $5.55K as of Q2 2026.
  • Private Wealth Management Group bought 11 Solventum shares in Q2 2026, an estimated $802.
  • Solventum made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #809 holding.
  • Private Wealth Management Group first reported a position in Solventum in Q2 2024 and has held it in 9 quarters since.
  • 875 funds tracked by Wall St. Rank held Solventum as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.