Sequoia Financial Advisors’s Solventum SOLV Stock Holding History

Sequoia Financial Advisors’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	$1.67M	Buy	21,672 +3,412	+19%	+$249K	0.01%	708
2026 Q1	$1.19M	Buy	18,260 +21	+0.1%	+$1.56K	0.01%	816
2025 Q4	$1.45M	Buy	18,239 +867	+5%	+$66.4K	0.01%	712
2025 Q3	$1.27M	Sell	17,372 -28	-0.2%	-$2.05K	0.01%	681
2025 Q2	$1.32M	Buy	17,400 +56	+0.3%	+$3.96K	0.01%	592
2025 Q1	$1.32M	Buy	17,344 +10,027	+137%	+$747K	0.01%	538
2024 Q4	$483K	Buy	7,317 +1,580	+28%	+$111K	﹤0.01%	818
2024 Q3	$400K	Buy	5,737 +441	+8%	+$26.5K	﹤0.01%	838
2024 Q2	$280K	Buy	+5,296	New	+$321K	﹤0.01%	919

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

Sequoia Financial Advisors's SOLV Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Solventum (SOLV) stake by 19% in Q2 2026, buying an estimated $249K and bringing the position to 21,672 shares worth $1.67M. The position accounts for 0.01% of the portfolio, ranked #708.

Sequoia Financial Advisors first reported a position in SOLV in Q2 2024 and has held it in 9 quarters since. 873 funds tracked by Wall St. Rank hold SOLV as of Q2 2026.

Sequoia Financial Advisors held 21,672 shares of Solventum worth $1.67M as of Q2 2026.
Sequoia Financial Advisors bought 3,412 Solventum shares in Q2 2026, an estimated $249K.
Solventum made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #708 holding.
Sequoia Financial Advisors first reported a position in Solventum in Q2 2024 and has held it in 9 quarters since.
873 funds tracked by Wall St. Rank held Solventum as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.