UFPG
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United Financial Planning Group’s Solventum SOLV Stock Holding History

United Financial Planning Group’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 		– Sell
-3
Closed -$238 – 652
2025
Q4 		$238 Buy
+3
New +$230 ﹤0.01% 454

Other funds holding SOLV

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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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
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 Financial Planning Group's SOLV Position: Q1 2026 in Review

United Financial Planning Group sold out of Solventum (SOLV) in Q1 2026, closing a stake of 3 shares — an estimated $238 sold.

United Financial Planning Group first reported a position in SOLV in Q4 2025 and held it in 1 quarter. The position peaked at $238 in Q4 2025. 885 funds tracked by Wall St. Rank hold SOLV as of Q1 2026.

  • United Financial Planning Group reported no remaining Solventum position as of Q1 2026 after selling out during the quarter.
  • United Financial Planning Group sold 3 Solventum shares in Q1 2026, an estimated $238.
  • United Financial Planning Group first reported a position in Solventum in Q4 2025 and held it in 1 quarter.
  • United Financial Planning Group's Solventum position peaked at $238 in Q4 2025.
  • 885 funds tracked by Wall St. Rank held Solventum as of Q1 2026.

Based on United Financial Planning Group's 13F filing for Q1 2026, filed 8 May 2026.