SWM
SOLV icon

SilverOak Wealth Management’s Solventum SOLV Stock Holding History

SilverOak 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
Q1 		$1.02M Sell
15,677
-192
-1% -$14.3K 0.16% 51
2025
Q4 		$1.26M Sell
15,869
-216
-1% -$16.5K 0.2% 47
2025
Q3 		$1.17M Sell
16,085
-4,385
-21% -$321K 0.2% 45
2025
Q2 		$1.55M Sell
20,470
-2,161
-10% -$153K 0.29% 36
2025
Q1 		$1.72M Buy
22,631
+72
+0.3% +$5.36K 0.37% 33
2024
Q4 		$1.49M Buy
22,559
+1,118
+5% +$78.3K 0.32% 34
2024
Q3 		$1.49M Sell
21,441
-1,217
-5% -$73.2K 0.34% 32
2024
Q2 		$1.2M Buy
+22,658
New +$1.38M 0.29% 37

Other funds holding SOLV

IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return