Wealth Enhancement Advisory Services
SOLV icon

Wealth Enhancement Advisory Services’s Solventum SOLV Stock Holding History

Wealth Enhancement Advisory Services’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 		$3.02M Buy
39,368
+8,844
+29% +$645K 0.01% 1313
2026
Q1 		$1.94M Sell
30,524
-23,704
-44% -$1.76M ﹤0.01% 1406
2025
Q4 		$4.51M Buy
54,228
+6,074
+13% +$465K 0.01% 1067
2025
Q3 		$3.47M Buy
48,154
+260
+0.5% +$19.1K 0.01% 1142
2025
Q2 		$3.76M Buy
47,894
+2,281
+5% +$162K 0.01% 1030
2025
Q1 		$3.47M Sell
45,613
-3,366
-7% -$251K 0.01% 984
2024
Q4 		$3.24M Buy
48,979
+1,057
+2% +$74K 0.01% 964
2024
Q3 		$3.34M Buy
47,922
+8,730
+22% +$525K 0.01% 854
2024
Q2 		$2.07M Buy
+39,192
New +$2.38M ﹤0.01% 969

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

Wealth Enhancement Advisory Services's SOLV Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Solventum (SOLV) stake by 29% in Q2 2026, buying an estimated $645K and bringing the position to 39,368 shares worth $3.02M. The position accounts for 0.01% of the portfolio, ranked #1313.

Wealth Enhancement Advisory Services first reported a position in SOLV in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.51M in Q4 2025. 881 funds tracked by Wall St. Rank hold SOLV as of Q2 2026.

  • Wealth Enhancement Advisory Services held 39,368 shares of Solventum worth $3.02M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 8,844 Solventum shares in Q2 2026, an estimated $645K.
  • Solventum made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1313 holding.
  • Wealth Enhancement Advisory Services first reported a position in Solventum in Q2 2024 and has held it in 9 quarters since.
  • Wealth Enhancement Advisory Services's Solventum position peaked at $4.51M in Q4 2025.
  • 881 funds tracked by Wall St. Rank held Solventum as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.