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Planning Strategies Inc.’s Solventum SOLV Stock Holding History

Planning Strategies Inc.’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 		$1.47K Buy
+19
New +$1.39K ﹤0.01% 665

Other funds holding SOLV

WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
TB
Terril Brothers St. Louis, Missouri $388M AUM 29.38% 1-Year Est. Return
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return
PCM
Parsons Capital Management Providence, Rhode Island $2.21B AUM 28.12% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
MC
Mayar Capital London, United Kingdom $89.1M AUM 3.94% 1-Year Est. Return
BL
BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Planning Strategies Inc.'s SOLV Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Solventum (SOLV) in Q2 2026: 19 shares worth $1.47K. The stake represents ﹤0.01% of the portfolio and ranks #665 among its holdings.

290 funds tracked by Wall St. Rank hold SOLV as of Q2 2026.

  • Planning Strategies Inc. held 19 shares of Solventum worth $1.47K as of Q2 2026.
  • Solventum was a new Planning Strategies Inc. position in Q2 2026.
  • Solventum made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #665 holding.
  • 290 funds tracked by Wall St. Rank held Solventum as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.