SFS
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Sowell Financial Services’s Solventum SOLV Stock Holding History

Sowell Financial Services’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 		– Sell
-3,193
Closed -$208K – 1237
2026
Q1 		$208K Sell
3,193
-74
-2% -$5.5K 0.01% 1033
2025
Q4 		$259K Sell
3,267
-247
-7% -$18.9K 0.01% 891
2025
Q3 		$256K Sell
3,514
-188
-5% -$13.8K 0.01% 878
2025
Q2 		$281K Sell
3,702
-701
-16% -$49.6K 0.01% 815
2025
Q1 		$335K Buy
+4,403
New +$328K 0.02% 715

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

Sowell Financial Services's SOLV Position: Q2 2026 in Review

Sowell Financial Services sold out of Solventum (SOLV) in Q2 2026, closing a stake of 3,193 shares — an estimated $208K sold.

Sowell Financial Services first reported a position in SOLV in Q1 2025 and held it in 5 quarters. The position peaked at $335K in Q1 2025. 885 funds tracked by Wall St. Rank hold SOLV as of Q2 2026.

  • Sowell Financial Services reported no remaining Solventum position as of Q2 2026 after selling out during the quarter.
  • Sowell Financial Services sold 3,193 Solventum shares in Q2 2026, an estimated $208K.
  • Sowell Financial Services first reported a position in Solventum in Q1 2025 and held it in 5 quarters.
  • Sowell Financial Services's Solventum position peaked at $335K in Q1 2025.
  • 885 funds tracked by Wall St. Rank held Solventum as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.