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 Q2	$310K	Buy	4,022 +32	+0.8%	+$2.33K	0.02%	162
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 $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 $3.37T AUM 44.26% 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

Wescott Financial Advisory Group's SOLV Position: Q2 2026 in Review

Wescott Financial Advisory Group increased its Solventum (SOLV) stake by 0.8% in Q2 2026, buying an estimated $2.33K and bringing the position to 4,022 shares worth $310K. The position accounts for 0.02% of the portfolio, ranked #162.

Wescott Financial Advisory Group first reported a position in SOLV in Q2 2024 and has held it in 9 quarters since. The position peaked at $310K in Q4 2025. 883 funds tracked by Wall St. Rank hold SOLV as of Q2 2026.

Wescott Financial Advisory Group held 4,022 shares of Solventum worth $310K as of Q2 2026.
Wescott Financial Advisory Group bought 32 Solventum shares in Q2 2026, an estimated $2.33K.
Solventum made up 0.02% of Wescott Financial Advisory Group's portfolio in Q2 2026, its #162 holding.
Wescott Financial Advisory Group first reported a position in Solventum in Q2 2024 and has held it in 9 quarters since.
Wescott Financial Advisory Group's Solventum position peaked at $310K in Q4 2025.
883 funds tracked by Wall St. Rank held Solventum as of Q2 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.