WA
SOLV icon

Waverly Advisors’s Solventum SOLV Stock Holding History

Waverly 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 		$298K Buy
3,867
+538
+16% +$39.2K ﹤0.01% 1422
2026
Q1 		$217K Buy
3,329
+250
+8% +$18.6K ﹤0.01% 1455
2025
Q4 		$244K Buy
+3,079
New +$236K ﹤0.01% 1303

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 $3.38T AUM 44.17% 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

Waverly Advisors's SOLV Position: Q2 2026 in Review

Waverly Advisors increased its Solventum (SOLV) stake by 16% in Q2 2026, buying an estimated $39.2K and bringing the position to 3,867 shares worth $298K. The position accounts for ﹤0.01% of the portfolio, ranked #1422.

Waverly Advisors first reported a position in SOLV in Q4 2025 and has held it in 3 quarters since. 885 funds tracked by Wall St. Rank hold SOLV as of Q2 2026.

  • Waverly Advisors held 3,867 shares of Solventum worth $298K as of Q2 2026.
  • Waverly Advisors bought 538 Solventum shares in Q2 2026, an estimated $39.2K.
  • Solventum made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1422 holding.
  • Waverly Advisors first reported a position in Solventum in Q4 2025 and has held it in 3 quarters since.
  • 885 funds tracked by Wall St. Rank held Solventum as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.