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Wealthspire Advisors (New York)’s Solventum SOLV Stock Holding History

Wealthspire Advisors (New York)’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
-3,539
Closed -$280K – 1118
2025
Q4 		$280K Buy
3,539
+1,171
+49% +$89.7K ﹤0.01% 829
2025
Q3 		$173K Buy
+2,368
New +$174K ﹤0.01% 844
2025
Q2 		– Sell
-2,738
Closed -$208K – 878
2025
Q1 		$208K Sell
2,738
-372
-12% -$27.7K ﹤0.01% 735
2024
Q4 		$205K Sell
3,110
-880
-22% -$61.6K ﹤0.01% 744
2024
Q3 		$278K Buy
+3,990
New +$240K ﹤0.01% 635

Other funds holding SOLV

IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $113B AUM 38.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wealthspire Advisors (New York)'s SOLV Position: Q1 2026 in Review

Wealthspire Advisors (New York) sold out of Solventum (SOLV) in Q1 2026, closing a stake of 3,539 shares — an estimated $280K sold.

Wealthspire Advisors (New York) first reported a position in SOLV in Q3 2024 and held it in 5 quarters. The position peaked at $280K in Q4 2025. 880 funds tracked by Wall St. Rank hold SOLV as of Q1 2026.

  • Wealthspire Advisors (New York) reported no remaining Solventum position as of Q1 2026 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 3,539 Solventum shares in Q1 2026, an estimated $280K.
  • Wealthspire Advisors (New York) first reported a position in Solventum in Q3 2024 and held it in 5 quarters.
  • Wealthspire Advisors (New York)'s Solventum position peaked at $280K in Q4 2025.
  • 880 funds tracked by Wall St. Rank held Solventum as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.