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 Q2	$207K	Buy	+2,687	New	+$196K	﹤0.01%	1156
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 $15.2B AUM 1.56% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Malvern, Pennsylvania $2.22T AUM

DSA

Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wealthspire Advisors (New York)'s SOLV Position: Q2 2026 in Review

Wealthspire Advisors (New York) opened a new position in Solventum (SOLV) in Q2 2026: 2,687 shares worth $207K. The stake represents ﹤0.01% of the portfolio and ranks #1156 among its holdings. This is a return to the name: Wealthspire Advisors (New York) previously reported a position in SOLV as recently as Q4 2025.

Wealthspire Advisors (New York) first reported a position in SOLV in Q3 2024 and has held it in 6 quarters since. The position peaked at $280K in Q4 2025. 885 funds tracked by Wall St. Rank hold SOLV as of Q2 2026.

Wealthspire Advisors (New York) held 2,687 shares of Solventum worth $207K as of Q2 2026.
Solventum was a new Wealthspire Advisors (New York) position in Q2 2026.
Solventum made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #1156 holding.
Wealthspire Advisors (New York) first reported a position in Solventum in Q3 2024 and has held it in 6 quarters since.
Wealthspire Advisors (New York)'s Solventum position peaked at $280K in Q4 2025.
885 funds tracked by Wall St. Rank held Solventum as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.