PENSION & WEALTH MANAGEMENT ADVISORS, INC.
PensionPosition in SOLV — Solventum Corp
CIK 2145782
WALTHAM, MA
Position in SOLV
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$10,106
+$1,552 QoQ
Shares Held
131
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#681
of 868 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SOLV Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026PENSION & WEALTH MANAGEMENT ADVISORS, INC. holds $584,364 across 5 Medical Instruments & Supplies names. SOLV ranks #4 (1.7% of the industry book) .
All Filings in SOLV
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,106 | 131 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $8,554 | 131 | Shares | Sole | 2026-08-07 | |
| 2025-12-31 | $10,380 | 131 | Shares | Sole | 2026-08-07 | |
| 2025-09-30 | $10,366 | 142 | Shares | Sole | 2026-08-07 | |
| 2025-06-30 | $10,769 | 142 | Shares | Sole | 2026-08-07 | |
| 2025-03-31 | $10,797 | 142 | Shares | Sole | 2026-08-07 | |
| 2024-12-31 | $9,380 | 142 | Shares | Sole | 2026-08-07 | |
| 2024-09-30 | $12,828 | 184 | Shares | Sole | 2026-08-07 | |
| 2024-06-30 | $9,729 | 184 | Shares | Sole | 2026-08-07 | |
| No filing history on record for this holder in this stock. | ||||||