Ritter Daniher Financial Advisory’s Solventum SOLV Stock Holding History

Ritter Daniher Financial 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	$3.7K	Sell	48 -1,000	-95%	-$72.9K	﹤0.01%	530
2026 Q1	$68.4K	Sell	1,048 -50	-5%	-$3.71K	0.01%	247
2025 Q4	$87K	Buy	1,098 +1,026	+1,425%	+$78.6K	0.01%	228
2025 Q3	$5.26K	Hold	72	–	–	﹤0.01%	390
2025 Q2	$5.46K	Buy	72 +50	+227%	+$3.54K	﹤0.01%	283
2025 Q1	$1.67K	Hold	22	–	–	﹤0.01%	285
2024 Q4	$1.45K	Sell	22 -19	-46%	-$1.33K	﹤0.01%	283
2024 Q3	$2.86K	Hold	41	–	–	﹤0.01%	272
2024 Q2	$2.17K	Buy	+41	New	+$2.49K	﹤0.01%	281

Other funds holding SOLV

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

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

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Mirador Capital Partners Pleasanton, California $816M AUM 42.46% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return