Canvas Wealth Advisors, LLC SOLV — SOLVENTUM CORP

Ownership history in Canvas Wealth Advisors, LLC  ·  10 quarters on record

AI Ownership Summary

Canvas Wealth Advisors, LLC reported SOLVENTUM CORP (SOLV) in 10 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.47% in 2024 Q1. The latest visible filing shows SOLV at 0.06% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SOLV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Canvas Wealth Advisors, LLC's position in SOLVENTUM CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

SOLV was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.47% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SOLV stock page Canvas Wealth Advisors, LLC fund profile Canvas Wealth Advisors, LLC full holdings
How Canvas Wealth Advisors, LLC held SOLV — position size vs. price
% of Fund (quarterly)    SOLV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 5,628 -2,614 -31.7% 0.06% $434K 2026-07-10 $76.70
2026 Q1 ADDED — — — 8,242 +877 +11.9% 0.09% $538K 2026-04-28 $67.51
2025 Q4 ADDED — — — 7,365 +150 +2.1% 0.10% $584K 2026-01-12 $85.69
2025 Q3 REDUCED — — — 7,215 -245 -3.3% 0.10% $534K 2025-11-05 $67.69
2025 Q2 REDUCED 29.0% -4.8% ✅ 7,460 -3,045 -29.0% 0.11% $550K 2025-07-30 $72.98
2025 Q1 REDUCED 23.1% -0.3% ✅ 10,505 -3,149 -23.1% 0.18% $682K 2025-04-24 $67.53
2024 Q4 REDUCED 6.6% +15.1% ❌ 13,654 -971 -6.6% 0.23% $902K 2025-01-28 $74.88
2024 Q3 REDUCED — — — 14,625 -300 -2.0% 0.28% $1.0M 2024-10-15 $69.72
2024 Q2 REDUCED 34.4% +31.9% ❌ 14,925 -7,814 -34.4% 0.27% $880K 2024-08-01 $58.06
2024 Q1 INITIATED — — — 22,739 — — 0.47% $1.4M 2024-04-23 $63.50

🏢 Other funds also holding SOLV

As of 2026 Q2 — sorted by position size

Arlington Partners LLC 3Y 7Y 0.53% WEDGE CAPITAL MANAGEMENT L L P/NC 3Y 7Y 0.48% HALL LAURIE J TRUSTEE 3Y 7Y 0.11% Cohen Capital Management, Inc. 3Y 7Y 0.09% Leverty Financial Group, LLC 3Y 0.08% Mirador Capital Partners LP 3Y 7Y 0.07% Fruth Investment Management 3Y 7Y 0.07% First Bank & Trust 3Y 7Y 0.07% Great Waters Wealth Management 3Y 0.04% Investors Research Corp 3Y 7Y 0.03%

FAQ About Canvas Wealth Advisors, LLC and SOLV

These are the practical questions this page is built to answer before you even open the full history table.

How long has Canvas Wealth Advisors, LLC reported owning SOLV?

Canvas Wealth Advisors, LLC reported SOLV across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported SOLV position in Canvas Wealth Advisors, LLC's portfolio?

The largest reported portfolio weight for SOLV was 0.47% in 2024 Q1.

What is the latest reported SOLV position on this page?

The most recent filing on this page is 2026 Q2, when Canvas Wealth Advisors, LLC reported 5,628 shares, equal to 0.06% of portfolio, with an estimated market value of $434K.

What does the chart on this SOLV ownership page compare?

The chart compares Canvas Wealth Advisors, LLC's quarterly SOLV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Canvas Wealth Advisors, LLC time their SOLV position?

Based on 13F filing dates vs. subsequent SOLV price moves, Canvas Wealth Advisors, LLC correctly timed 3 out of 9 reported position changes (33%). The annualised alpha on SOLV relative to SPY over the holding period was +237.0%.

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