UCFA
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United Capital Financial Advisors’s Solventum SOLV Stock Holding History

United Capital Financial 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
2026
Q2 		$632K Buy
8,188
+1,996
+32% +$146K ﹤0.01% 1004
2026
Q1 		$404K Buy
6,192
+719
+13% +$53.4K ﹤0.01% 1179
2025
Q4 		$434K Buy
5,473
+2,344
+75% +$180K ﹤0.01% 1024
2025
Q3 		$228K Buy
+3,129
New +$229K ﹤0.01% 1109

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

United Capital Financial Advisors's SOLV Position: Q2 2026 in Review

United Capital Financial Advisors increased its Solventum (SOLV) stake by 32% in Q2 2026, buying an estimated $146K and bringing the position to 8,188 shares worth $632K. The position accounts for ﹤0.01% of the portfolio, ranked #1004.

United Capital Financial Advisors first reported a position in SOLV in Q3 2025 and has held it in 4 quarters since. 875 funds tracked by Wall St. Rank hold SOLV as of Q2 2026.

  • United Capital Financial Advisors held 8,188 shares of Solventum worth $632K as of Q2 2026.
  • United Capital Financial Advisors bought 1,996 Solventum shares in Q2 2026, an estimated $146K.
  • Solventum made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1004 holding.
  • United Capital Financial Advisors first reported a position in Solventum in Q3 2025 and has held it in 4 quarters since.
  • 875 funds tracked by Wall St. Rank held Solventum as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.