WAG
SOLV icon

Wiser Advisor Group’s Solventum SOLV Stock Holding History

Wiser Advisor 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
2025
Q4 		– Sell
-30
Closed -$2.19K – 256
2025
Q3 		$2.19K Buy
+30
New +$2.2K ﹤0.01% 230
2025
Q2 		– Sell
-32
Closed -$2.43K – 272
2025
Q1 		$2.43K Hold
32
– – ﹤0.01% 234
2024
Q4 		$2.11K Hold
32
– – ﹤0.01% 237
2024
Q3 		$2.23K Hold
32
– – ﹤0.01% 236
2024
Q2 		$1.69K Buy
+32
New +$1.94K ﹤0.01% 267

Other funds holding SOLV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
TFM
Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 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
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Wiser Advisor Group's SOLV Position: Q4 2025 in Review

Wiser Advisor Group sold out of Solventum (SOLV) in Q4 2025, closing a stake of 30 shares — an estimated $2.19K sold.

Wiser Advisor Group first reported a position in SOLV in Q2 2024 and held it in 5 quarters. The position peaked at $2.43K in Q1 2025. 941 funds tracked by Wall St. Rank hold SOLV as of Q4 2025.

  • Wiser Advisor Group reported no remaining Solventum position as of Q4 2025 after selling out during the quarter.
  • Wiser Advisor Group sold 30 Solventum shares in Q4 2025, an estimated $2.19K.
  • Wiser Advisor Group first reported a position in Solventum in Q2 2024 and held it in 5 quarters.
  • Wiser Advisor Group's Solventum position peaked at $2.43K in Q1 2025.
  • 941 funds tracked by Wall St. Rank held Solventum as of Q4 2025.

Based on Wiser Advisor Group's 13F filing for Q4 2025, filed 9 Feb 2026.