James T. Borello RIA
SOLV icon

James T. Borello RIA’s Solventum SOLV Stock Holding History

James T. Borello RIA’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
Q3 		$46K Hold
522
– – 0.01% 255
2026
Q2 		$40.3K Buy
522
+96
+23% +$7K 0.01% 271
2026
Q1 		$27.8K Sell
426
-13
-3% -$966 0.01% 304
2025
Q4 		$34.8K Buy
439
+13
+3% +$996 0.01% 208
2025
Q3 		$31.1K Buy
426
+27
+7% +$1.98K 0.01% 193
2025
Q2 		$30.3K Hold
399
– – 0.01% 168
2025
Q1 		$30.3K Hold
399
– – 0.01% 139
2024
Q4 		$26.4K Hold
399
– – 0.01% 126
2024
Q3 		$27.8K Hold
399
– – 0.01% 115
2024
Q2 		$21.1K Buy
+399
New +$24.2K 0.01% 113

Other funds holding SOLV

KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
QV Investors
QV Investors Calgary, Alberta, Canada $1.36B AUM 20.86% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

James T. Borello RIA's SOLV Position: Q3 2026 in Review

James T. Borello RIA held its Solventum (SOLV) position steady in Q3 2026 at 522 shares worth $46K. The position accounts for 0.01% of the portfolio, ranked #255.

James T. Borello RIA first reported a position in SOLV in Q2 2024 and has held it in 10 quarters since. 168 funds tracked by Wall St. Rank hold SOLV as of Q3 2026.

  • James T. Borello RIA held 522 shares of Solventum worth $46K as of Q3 2026.
  • James T. Borello RIA left its Solventum share count unchanged in Q3 2026.
  • Solventum made up 0.01% of James T. Borello RIA's portfolio in Q3 2026, its #255 holding.
  • James T. Borello RIA first reported a position in Solventum in Q2 2024 and has held it in 10 quarters since.
  • 168 funds tracked by Wall St. Rank held Solventum as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.