SWM
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Sugarloaf Wealth Management’s Solventum SOLV Stock Holding History

Sugarloaf 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
2024
Q4 		$20.2K Hold
306
– – ﹤0.01% 404
2024
Q3 		$21.3K Sell
306
-84
-22% -$5.05K ﹤0.01% 406
2024
Q2 		$20.6K Buy
+390
New +$23.7K ﹤0.01% 393

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
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return

Sugarloaf Wealth Management's SOLV Position: Q4 2024 in Review

Sugarloaf Wealth Management held its Solventum (SOLV) position steady in Q4 2024 at 306 shares worth $20.2K. The position accounts for ﹤0.01% of the portfolio, ranked #404.

Sugarloaf Wealth Management first reported a position in SOLV in Q2 2024 and has held it in 3 quarters since. The position peaked at $21.3K in Q3 2024. 940 funds tracked by Wall St. Rank hold SOLV as of Q4 2024.

  • Sugarloaf Wealth Management held 306 shares of Solventum worth $20.2K as of Q4 2024.
  • Sugarloaf Wealth Management left its Solventum share count unchanged in Q4 2024.
  • Solventum made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #404 holding.
  • Sugarloaf Wealth Management first reported a position in Solventum in Q2 2024 and has held it in 3 quarters since.
  • Sugarloaf Wealth Management's Solventum position peaked at $21.3K in Q3 2024.
  • 940 funds tracked by Wall St. Rank held Solventum as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.