WFAG
SOLV icon

Wescott Financial Advisory Group’s Solventum SOLV Stock Holding History

Wescott Financial Advisory Group’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 		$261K Buy
3,990
+73
+2% +$5.42K 0.02% 170
2025
Q4 		$310K Hold
3,917
– – 0.03% 159
2025
Q3 		$286K Sell
3,917
-6
-0.2% -$440 0.03% 154
2025
Q2 		$298K Hold
3,923
– – 0.03% 145
2025
Q1 		$298K Hold
3,923
– – 0.03% 140
2024
Q4 		$259K Hold
3,923
– – 0.03% 152
2024
Q3 		$274K Buy
3,923
+17
+0.4% +$1.02K 0.03% 152
2024
Q2 		$207K Buy
+3,906
New +$237K 0.02% 159

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

Wescott Financial Advisory Group's SOLV Position: Q1 2026 in Review

Wescott Financial Advisory Group increased its Solventum (SOLV) stake by 1.9% in Q1 2026, buying an estimated $5.42K and bringing the position to 3,990 shares worth $261K. The position accounts for 0.02% of the portfolio, ranked #170.

Wescott Financial Advisory Group first reported a position in SOLV in Q2 2024 and has held it in 8 quarters since. The position peaked at $310K in Q4 2025. 878 funds tracked by Wall St. Rank hold SOLV as of Q1 2026.

  • Wescott Financial Advisory Group held 3,990 shares of Solventum worth $261K as of Q1 2026.
  • Wescott Financial Advisory Group bought 73 Solventum shares in Q1 2026, an estimated $5.42K.
  • Solventum made up 0.02% of Wescott Financial Advisory Group's portfolio in Q1 2026, its #170 holding.
  • Wescott Financial Advisory Group first reported a position in Solventum in Q2 2024 and has held it in 8 quarters since.
  • Wescott Financial Advisory Group's Solventum position peaked at $310K in Q4 2025.
  • 878 funds tracked by Wall St. Rank held Solventum as of Q1 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q1 2026, filed 12 May 2026.