TFM
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Trian Fund Management’s Solventum SOLV Stock Holding History

Trian Fund 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
2026
Q1 		$538M Hold
8,236,753
– – 13.94% 3
2025
Q4 		$653M Sell
8,236,753
-226,066
-3% -$17.3M 16.38% 3
2025
Q3 		$618M Hold
8,462,819
– – 15.04% 3
2025
Q2 		$642M Hold
8,462,819
– – 16.93% 3
2025
Q1 		$644M Hold
8,462,819
– – 17.23% 3
2024
Q4 		$559M Buy
8,462,819
+1,336,564
+19% +$93.6M 14.41% 3
2024
Q3 		$497M Buy
7,126,255
+1,765,676
+33% +$106M 12.77% 4
2024
Q2 		$283M Buy
+5,360,579
New +$325M 6.91% 7

Other funds holding SOLV

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Trian Fund Management's SOLV Position: Q1 2026 in Review

Trian Fund Management held its Solventum (SOLV) position steady in Q1 2026 at 8,236,753 shares worth $538M. The position accounts for 13.94% of the portfolio, ranked #3.

Trian Fund Management first reported a position in SOLV in Q2 2024 and has held it in 8 quarters since. The position peaked at $653M in Q4 2025. 877 funds tracked by Wall St. Rank hold SOLV as of Q1 2026.

  • Trian Fund Management held 8,236,753 shares of Solventum worth $538M as of Q1 2026.
  • Trian Fund Management left its Solventum share count unchanged in Q1 2026.
  • Solventum made up 13.94% of Trian Fund Management's portfolio in Q1 2026, its #3 holding.
  • Trian Fund Management first reported a position in Solventum in Q2 2024 and has held it in 8 quarters since.
  • Trian Fund Management's Solventum position peaked at $653M in Q4 2025.
  • 877 funds tracked by Wall St. Rank held Solventum as of Q1 2026.

Based on Trian Fund Management's 13F filing for Q1 2026, filed 15 May 2026.