SWA
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SOA Wealth Advisors’s Solventum SOLV Stock Holding History

SOA Wealth 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 		$40.3K Hold
523
– – 0.01% 422
2026
Q1 		$34.2K Hold
523
– – 0.01% 429
2025
Q4 		$41.4K Hold
523
– – 0.01% 399
2025
Q3 		$38.2K Sell
523
-31
-6% -$2.27K 0.01% 416
2025
Q2 		$42K Buy
554
+517
+1,397% +$36.6K 0.01% 391
2025
Q1 		$2.81K Hold
37
– – ﹤0.01% 680
2024
Q4 		$2.44K Sell
37
-126
-77% -$8.82K ﹤0.01% 674
2024
Q3 		$11.4K Sell
163
-14
-8% -$842 ﹤0.01% 526
2024
Q2 		$9.36K Buy
+177
New +$10.7K ﹤0.01% 547

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 $3.37T AUM 44.26% 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

SOA Wealth Advisors's SOLV Position: Q2 2026 in Review

SOA Wealth Advisors held its Solventum (SOLV) position steady in Q2 2026 at 523 shares worth $40.3K. The position accounts for 0.01% of the portfolio, ranked #422.

SOA Wealth Advisors first reported a position in SOLV in Q2 2024 and has held it in 9 quarters since. The position peaked at $42K in Q2 2025. 875 funds tracked by Wall St. Rank hold SOLV as of Q2 2026.

  • SOA Wealth Advisors held 523 shares of Solventum worth $40.3K as of Q2 2026.
  • SOA Wealth Advisors left its Solventum share count unchanged in Q2 2026.
  • Solventum made up 0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #422 holding.
  • SOA Wealth Advisors first reported a position in Solventum in Q2 2024 and has held it in 9 quarters since.
  • SOA Wealth Advisors's Solventum position peaked at $42K in Q2 2025.
  • 875 funds tracked by Wall St. Rank held Solventum as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.