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Summit Wealth Group (Colorado)’s Solventum SOLV Stock Holding History

Summit Wealth Group (Colorado)’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
Q4 		– Sell
-33,861
Closed -$2.8M – 665
2025
Q3 		$2.8M Buy
+33,861
New +$2.48M 0.3% 59

Other funds holding SOLV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
TFM
Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 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
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Summit Wealth Group (Colorado)'s SOLV Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of Solventum (SOLV) in Q4 2025, closing a stake of 33,861 shares — an estimated $2.8M sold.

Summit Wealth Group (Colorado) first reported a position in SOLV in Q3 2025 and held it in 1 quarter. The position peaked at $2.8M in Q3 2025. 942 funds tracked by Wall St. Rank hold SOLV as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Solventum position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 33,861 Solventum shares in Q4 2025, an estimated $2.8M.
  • Summit Wealth Group (Colorado) first reported a position in Solventum in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Solventum position peaked at $2.8M in Q3 2025.
  • 942 funds tracked by Wall St. Rank held Solventum as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.