WWP
SOLV icon

WR Wealth Planners’s Solventum SOLV Stock Holding History

WR Wealth Planners’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
2024
Q4 		$59.9K Sell
907
-267
-23% -$18.7K 0.02% 297
2024
Q3 		$81.9K Buy
1,174
+9
+0.8% +$541 0.02% 282
2024
Q2 		$61.6K Buy
+1,165
New +$70.7K 0.02% 303

Other funds holding SOLV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return

WR Wealth Planners's SOLV Position: Q4 2024 in Review

WR Wealth Planners reduced its Solventum (SOLV) stake by 23% in Q4 2024, selling an estimated $18.7K and leaving 907 shares worth $59.9K. The position accounts for 0.02% of the portfolio, ranked #297.

WR Wealth Planners first reported a position in SOLV in Q2 2024 and has held it in 3 quarters since. The position peaked at $81.9K in Q3 2024. 941 funds tracked by Wall St. Rank hold SOLV as of Q4 2024.

  • WR Wealth Planners held 907 shares of Solventum worth $59.9K as of Q4 2024.
  • WR Wealth Planners sold 267 Solventum shares in Q4 2024, an estimated $18.7K.
  • Solventum made up 0.02% of WR Wealth Planners's portfolio in Q4 2024, its #297 holding.
  • WR Wealth Planners first reported a position in Solventum in Q2 2024 and has held it in 3 quarters since.
  • WR Wealth Planners's Solventum position peaked at $81.9K in Q3 2024.
  • 941 funds tracked by Wall St. Rank held Solventum as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.