Global Wealth Strategies & Associates SOLV — SOLVENTUM CORP COM SHS

Ownership history in Global Wealth Strategies & Associates  ·  7 quarters on record

AI Ownership Summary

Global Wealth Strategies & Associates reported SOLVENTUM CORP COM SHS (SOLV) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. The latest visible filing shows SOLV at 0.00% 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 Global Wealth Strategies & Associates's position in SOLVENTUM CORP COM SHS, 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 Q1

SOLV was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q4

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

Time in book
Holding Window
2024 Q3 to 2026 Q1

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 Global Wealth Strategies & Associates fund profile Global Wealth Strategies & Associates full holdings
How Global Wealth Strategies & Associates 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 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 93 -36 -27.9% 0.00% $6K 2026-05-15 (Est.) $74.26
2025 Q4 REDUCED — — — 129 -2 -1.5% 0.00% $10K 2026-01-02 $79.02
2025 Q3 ADDED — — — 131 +38 +40.9% 0.00% $10K 2025-10-02 $74.60
2025 Q2 UNCHANGED — — — 93 — 0% 0.00% $7K 2025-07-07 $76.24
2025 Q1 REDUCED 5.1% -0.3% ✅ 93 -5 -5.1% 0.00% $7K 2025-04-02 $76.62
2024 Q4 ADDED — — — 98 +5 +5.4% 0.00% $6K 2025-01-02 $65.93
2024 Q3 INITIATED — — — 93 — — 0.00% $6K 2024-10-01 $67.30

🏢 Other funds also holding SOLV

As of 2026 Q1 — sorted by position size

QVIDTVM Management LLC 3Y 21.32% TRIAN FUND MANAGEMENT, L.P. 3Y 7Y 13.93% Mayar Capital Ltd. 3Y 8.3% Independent Franchise Partners LLP 3Y 7Y 7.19% TERRIL BROTHERS, INC. 3Y 7Y 6.16% NUANCE INVESTMENTS, LLC 3Y 7Y 6.11% Madison Avenue Partners, LP 3Y 5.33% CLARK ESTATES INC/NY 3Y 7Y 4.55% LONE PEAK GLOBAL INVESTORS LLC 3Y 7Y 3.4% Ruffer LLP 3Y 7Y 2.3%

FAQ About Global Wealth Strategies & Associates and SOLV

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

How long has Global Wealth Strategies & Associates reported owning SOLV?

Global Wealth Strategies & Associates reported SOLV across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported SOLV position in Global Wealth Strategies & Associates's portfolio?

The largest reported portfolio weight for SOLV was 0.00% in 2025 Q4.

What is the latest reported SOLV position on this page?

The most recent filing on this page is 2026 Q1, when Global Wealth Strategies & Associates reported 93 shares, equal to 0.00% of portfolio, with an estimated market value of $6K.

What does the chart on this SOLV ownership page compare?

The chart compares Global Wealth Strategies & Associates'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 Global Wealth Strategies & Associates time their SOLV position?

Based on 13F filing dates vs. subsequent SOLV price moves, Global Wealth Strategies & Associates correctly timed 4 out of 5 reported position changes (80%). The annualised alpha on SOLV relative to SPY over the holding period was -10.6%.

← Back to Global Wealth Strategies & Associates Holdings