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 Q2	$1.21M	Sell	15,630 -47	-0.3%	-$3.43K	0.16%	53
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 $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

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

SilverOak Wealth Management reduced its Solventum (SOLV) stake by 0.3% in Q2 2026, selling an estimated $3.43K and leaving 15,630 shares worth $1.21M. The position accounts for 0.16% of the portfolio, ranked #53.

SilverOak Wealth Management first reported a position in SOLV in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.72M in Q1 2025. 878 funds tracked by Wall St. Rank hold SOLV as of Q2 2026.

SilverOak Wealth Management held 15,630 shares of Solventum worth $1.21M as of Q2 2026.
SilverOak Wealth Management sold 47 Solventum shares in Q2 2026, an estimated $3.43K.
Solventum made up 0.16% of SilverOak Wealth Management's portfolio in Q2 2026, its #53 holding.
SilverOak Wealth Management first reported a position in Solventum in Q2 2024 and has held it in 9 quarters since.
SilverOak Wealth Management's Solventum position peaked at $1.72M in Q1 2025.
878 funds tracked by Wall St. Rank held Solventum as of Q2 2026.

Based on SilverOak Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.