SWM
SOLV icon

SHP Wealth Management’s Solventum SOLV Stock Holding History

SHP Wealth Management’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 		$7.7K Buy
100
+51
+104% +$3.72K ﹤0.01% 1051
2026
Q1 		$3.19K Buy
49
+6
+14% +$446 ﹤0.01% 1173
2025
Q4 		$3.39K Buy
+43
New +$3.29K ﹤0.01% 1048

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 $3.38T AUM 44.17% 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

SHP Wealth Management's SOLV Position: Q2 2026 in Review

SHP Wealth Management increased its Solventum (SOLV) stake by 104% in Q2 2026, buying an estimated $3.72K and bringing the position to 100 shares worth $7.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1051.

SHP Wealth Management first reported a position in SOLV in Q4 2025 and has held it in 3 quarters since. 885 funds tracked by Wall St. Rank hold SOLV as of Q2 2026.

  • SHP Wealth Management held 100 shares of Solventum worth $7.7K as of Q2 2026.
  • SHP Wealth Management bought 51 Solventum shares in Q2 2026, an estimated $3.72K.
  • Solventum made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1051 holding.
  • SHP Wealth Management first reported a position in Solventum in Q4 2025 and has held it in 3 quarters since.
  • 885 funds tracked by Wall St. Rank held Solventum as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.