TLA
SOLV icon

Tanglewood Legacy Advisors’s Solventum SOLV Stock Holding History

Tanglewood Legacy Advisors’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
Q2 		– Sell
-125
Closed -$9.51K – 303
2025
Q1 		$9.51K Hold
125
– – ﹤0.01% 250
2024
Q4 		$8.26K Hold
125
– – ﹤0.01% 258
2024
Q3 		$8.71K Hold
125
– – ﹤0.01% 240
2024
Q2 		$6.61K Buy
+125
New +$7.59K ﹤0.01% 252

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 $14.3B AUM 3.49% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
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

Tanglewood Legacy Advisors's SOLV Position: Q2 2025 in Review

Tanglewood Legacy Advisors sold out of Solventum (SOLV) in Q2 2025, closing a stake of 125 shares — an estimated $9.51K sold.

Tanglewood Legacy Advisors first reported a position in SOLV in Q2 2024 and held it in 4 quarters. The position peaked at $9.51K in Q1 2025. 888 funds tracked by Wall St. Rank hold SOLV as of Q2 2025.

  • Tanglewood Legacy Advisors reported no remaining Solventum position as of Q2 2025 after selling out during the quarter.
  • Tanglewood Legacy Advisors sold 125 Solventum shares in Q2 2025, an estimated $9.51K.
  • Tanglewood Legacy Advisors first reported a position in Solventum in Q2 2024 and held it in 4 quarters.
  • Tanglewood Legacy Advisors's Solventum position peaked at $9.51K in Q1 2025.
  • 888 funds tracked by Wall St. Rank held Solventum as of Q2 2025.

Based on Tanglewood Legacy Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.