WF
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Welch & Forbes’s Solventum SOLV Stock Holding History

Welch & Forbes’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 		$234K Buy
+3,033
New +$221K ﹤0.01% 365
2026
Q1 		– Sell
-3,200
Closed -$254K – 381
2025
Q4 		$254K Sell
3,200
-180
-5% -$13.8K ﹤0.01% 344
2025
Q3 		$247K Hold
3,380
– – ﹤0.01% 354
2025
Q2 		$256K Sell
3,380
-601
-15% -$42.6K ﹤0.01% 345
2025
Q1 		$303K Buy
3,981
+408
+11% +$30.4K ﹤0.01% 317
2024
Q4 		$236K Sell
3,573
-5,537
-61% -$388K ﹤0.01% 356
2024
Q3 		$635K Sell
9,110
-2,834
-24% -$170K 0.01% 263
2024
Q2 		$575K Buy
+11,944
New +$725K 0.01% 267

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

Welch & Forbes's SOLV Position: Q2 2026 in Review

Welch & Forbes opened a new position in Solventum (SOLV) in Q2 2026: 3,033 shares worth $234K. The stake represents ﹤0.01% of the portfolio and ranks #365 among its holdings. This is a return to the name: Welch & Forbes previously reported a position in SOLV as recently as Q4 2025.

Welch & Forbes first reported a position in SOLV in Q2 2024 and has held it in 8 quarters since. The position peaked at $635K in Q3 2024. 878 funds tracked by Wall St. Rank hold SOLV as of Q2 2026.

  • Welch & Forbes held 3,033 shares of Solventum worth $234K as of Q2 2026.
  • Solventum was a new Welch & Forbes position in Q2 2026.
  • Solventum made up ﹤0.01% of Welch & Forbes's portfolio in Q2 2026, its #365 holding.
  • Welch & Forbes first reported a position in Solventum in Q2 2024 and has held it in 8 quarters since.
  • Welch & Forbes's Solventum position peaked at $635K in Q3 2024.
  • 878 funds tracked by Wall St. Rank held Solventum as of Q2 2026.

Based on Welch & Forbes's 13F filing for Q2 2026, filed 30 Jul 2026.