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Root Financial Partners’s Solventum SOLV Stock Holding History

Root Financial Partners’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 		– Sell
-182
Closed -$11.9K – 3295
2026
Q1 		$11.9K Buy
182
+33
+22% +$2.45K ﹤0.01% 1594
2025
Q4 		$11.8K Sell
149
-29
-16% -$2.22K ﹤0.01% 1430
2025
Q3 		$13K Buy
+178
New +$13K ﹤0.01% 1329

Other funds holding SOLV

WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
TB
Terril Brothers St. Louis, Missouri $388M AUM 29.38% 1-Year Est. Return
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return
PCM
Parsons Capital Management Providence, Rhode Island $2.21B AUM 28.12% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
MC
Mayar Capital London, United Kingdom $89.1M AUM 3.94% 1-Year Est. Return
BL
BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Root Financial Partners's SOLV Position: Q2 2026 in Review

Root Financial Partners sold out of Solventum (SOLV) in Q2 2026, closing a stake of 182 shares — an estimated $11.9K sold.

Root Financial Partners first reported a position in SOLV in Q3 2025 and held it in 3 quarters. The position peaked at $13K in Q3 2025. 278 funds tracked by Wall St. Rank hold SOLV as of Q2 2026.

  • Root Financial Partners reported no remaining Solventum position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 182 Solventum shares in Q2 2026, an estimated $11.9K.
  • Root Financial Partners first reported a position in Solventum in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Solventum position peaked at $13K in Q3 2025.
  • 278 funds tracked by Wall St. Rank held Solventum as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.