SPG
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Strategic Planning Group’s Solventum SOLV Stock Holding History

Strategic Planning Group’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
2025
Q1 		– Sell
-5,762
Closed -$381K – 82
2024
Q4 		$381K Sell
5,762
-1,144
-17% -$80.1K 0.07% 75
2024
Q3 		$481K Sell
6,906
-959
-12% -$57.7K 0.09% 74
2024
Q2 		$416K Buy
+7,865
New +$477K 0.09% 71

Other funds holding SOLV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
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
MAP
Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Strategic Planning Group's SOLV Position: Q1 2025 in Review

Strategic Planning Group sold out of Solventum (SOLV) in Q1 2025, closing a stake of 5,762 shares — an estimated $381K sold.

Strategic Planning Group first reported a position in SOLV in Q2 2024 and held it in 3 quarters. The position peaked at $481K in Q3 2024. 914 funds tracked by Wall St. Rank hold SOLV as of Q1 2025.

  • Strategic Planning Group reported no remaining Solventum position as of Q1 2025 after selling out during the quarter.
  • Strategic Planning Group sold 5,762 Solventum shares in Q1 2025, an estimated $381K.
  • Strategic Planning Group first reported a position in Solventum in Q2 2024 and held it in 3 quarters.
  • Strategic Planning Group's Solventum position peaked at $481K in Q3 2024.
  • 914 funds tracked by Wall St. Rank held Solventum as of Q1 2025.

Based on Strategic Planning Group's 13F filing for Q1 2025, filed 10 Apr 2025.