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
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 $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
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
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

Waverly Advisors's SOLV Position: Q1 2026 in Review

Waverly Advisors increased its Solventum (SOLV) stake by 8.1% in Q1 2026, buying an estimated $18.6K and bringing the position to 3,329 shares worth $217K. The position accounts for ﹤0.01% of the portfolio, ranked #1455.

Waverly Advisors first reported a position in SOLV in Q4 2025 and has held it in 2 quarters since. The position peaked at $244K in Q4 2025. 878 funds tracked by Wall St. Rank hold SOLV as of Q1 2026.

  • Waverly Advisors held 3,329 shares of Solventum worth $217K as of Q1 2026.
  • Waverly Advisors bought 250 Solventum shares in Q1 2026, an estimated $18.6K.
  • Solventum made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1455 holding.
  • Waverly Advisors first reported a position in Solventum in Q4 2025 and has held it in 2 quarters since.
  • Waverly Advisors's Solventum position peaked at $244K in Q4 2025.
  • 878 funds tracked by Wall St. Rank held Solventum as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.