SPIA
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Steward Partners Investment Advisory’s Solventum SOLV Stock Holding History

Steward Partners Investment Advisory’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 		$157K Sell
2,410
-898
-27% -$66.7K ﹤0.01% 2141
2025
Q4 		$262K Sell
3,308
-146
-4% -$11.2K ﹤0.01% 1782
2025
Q3 		$252K Buy
3,454
+210
+6% +$15.4K ﹤0.01% 1745
2025
Q2 		$246K Sell
3,244
-428
-12% -$30.3K ﹤0.01% 1656
2025
Q1 		$279K Buy
3,672
+246
+7% +$18.3K ﹤0.01% 1482
2024
Q4 		$226K Sell
3,426
-1,780
-34% -$125K ﹤0.01% 1535
2024
Q3 		$363K Sell
5,206
-685
-12% -$41.2K ﹤0.01% 1251
2024
Q2 		$312K Buy
+5,891
New +$358K ﹤0.01% 1261

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