Root Financial Partners
SOLV icon

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
Q3 		$68K Buy
+771
New +$66K ﹤0.01% 922
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

Davis Selected Advisers
Davis Selected Advisers Tucson, Arizona $23.2B AUM 18.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Equity Investment Corp
Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Anchor Capital Advisors
Anchor Capital Advisors Boston, Massachusetts $3.21B AUM 13.78% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Root Financial Partners's SOLV Position: Q3 2026 in Review

Root Financial Partners opened a new position in Solventum (SOLV) in Q3 2026: 771 shares worth $68K. The stake represents ﹤0.01% of the portfolio and ranks #922 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in SOLV as recently as Q1 2026.

Root Financial Partners first reported a position in SOLV in Q3 2025 and has held it in 4 quarters since. 554 funds tracked by Wall St. Rank hold SOLV as of Q3 2026.

  • Root Financial Partners held 771 shares of Solventum worth $68K as of Q3 2026.
  • Solventum was a new Root Financial Partners position in Q3 2026.
  • Solventum made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #922 holding.
  • Root Financial Partners first reported a position in Solventum in Q3 2025 and has held it in 4 quarters since.
  • 554 funds tracked by Wall St. Rank held Solventum as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.