SFS
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Sunrise Financial Services’s Solventum SOLV Stock Holding History

Sunrise 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 		$2.24K Hold
29
– – ﹤0.01% 373
2026
Q1 		$1.89K Hold
29
– – ﹤0.01% 409
2025
Q4 		$2.3K Buy
+29
New +$2.22K ﹤0.01% 342

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 $3.37T AUM 44.26% 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

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

Sunrise Financial Services held its Solventum (SOLV) position steady in Q2 2026 at 29 shares worth $2.24K. The position accounts for ﹤0.01% of the portfolio, ranked #373.

Sunrise Financial Services first reported a position in SOLV in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.3K in Q4 2025. 878 funds tracked by Wall St. Rank hold SOLV as of Q2 2026.

  • Sunrise Financial Services held 29 shares of Solventum worth $2.24K as of Q2 2026.
  • Sunrise Financial Services left its Solventum share count unchanged in Q2 2026.
  • Solventum made up ﹤0.01% of Sunrise Financial Services's portfolio in Q2 2026, its #373 holding.
  • Sunrise Financial Services first reported a position in Solventum in Q4 2025 and has held it in 3 quarters since.
  • Sunrise Financial Services's Solventum position peaked at $2.3K in Q4 2025.
  • 878 funds tracked by Wall St. Rank held Solventum as of Q2 2026.

Based on Sunrise Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.