West Branch Capital’s Solventum SOLV Stock Holding History

West Branch Capital’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	-8	Closed	-$634	–	435
2025 Q4	$634	Buy	+8	New	+$613	﹤0.01%	366
2024 Q4	–	Sell	-77	Closed	-$5.35K	–	626
2024 Q3	$5.35K	Buy	+77	New	+$4.63K	﹤0.01%	333

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

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

West Branch Capital's SOLV Position: Q1 2026 in Review

West Branch Capital sold out of Solventum (SOLV) in Q1 2026, closing a stake of 8 shares — an estimated $634 sold.

West Branch Capital first reported a position in SOLV in Q3 2024 and held it in 2 quarters. The position peaked at $5.35K in Q3 2024. 885 funds tracked by Wall St. Rank hold SOLV as of Q1 2026.

West Branch Capital reported no remaining Solventum position as of Q1 2026 after selling out during the quarter.
West Branch Capital sold 8 Solventum shares in Q1 2026, an estimated $634.
West Branch Capital first reported a position in Solventum in Q3 2024 and held it in 2 quarters.
West Branch Capital's Solventum position peaked at $5.35K in Q3 2024.
885 funds tracked by Wall St. Rank held Solventum as of Q1 2026.

Based on West Branch Capital's 13F filing for Q1 2026, filed 14 Apr 2026.