ZRP
SOLV icon

Zynergy Retirement Planning’s Solventum SOLV Stock Holding History

Zynergy Retirement Planning’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
Q2 		– Sell
-11
Closed -$727 – 114
2025
Q1 		$727 Hold
11
– – ﹤0.01% 109
2024
Q4 		$767 Hold
11
– – ﹤0.01% 105
2024
Q3 		$767 Hold
11
– – ﹤0.01% 105
2024
Q2 		$582 Buy
+11
New +$668 ﹤0.01% 118

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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.32B AUM 132.6% 1-Year Est. Return

Zynergy Retirement Planning's SOLV Position: Q2 2025 in Review

Zynergy Retirement Planning sold out of Solventum (SOLV) in Q2 2025, closing a stake of 11 shares — an estimated $727 sold.

Zynergy Retirement Planning first reported a position in SOLV in Q2 2024 and held it in 4 quarters. The position peaked at $767 in Q4 2024. 890 funds tracked by Wall St. Rank hold SOLV as of Q2 2025.

  • Zynergy Retirement Planning reported no remaining Solventum position as of Q2 2025 after selling out during the quarter.
  • Zynergy Retirement Planning sold 11 Solventum shares in Q2 2025, an estimated $727.
  • Zynergy Retirement Planning first reported a position in Solventum in Q2 2024 and held it in 4 quarters.
  • Zynergy Retirement Planning's Solventum position peaked at $767 in Q4 2024.
  • 890 funds tracked by Wall St. Rank held Solventum as of Q2 2025.

Based on Zynergy Retirement Planning's 13F filing for Q2 2025, filed 4 Sep 2025.