12
SOLV
Solventum Corporation · Health Care
Consensus score 12/100 · #47 this quarter · tier-weighted across tracked managers
↓DivergingPrice action since filingas of 2026-10-14
vs 50-day avg
-1.0%
21-day momentum
-3.1%
recent volume
1.08×
13F filings lag ~45 days; this is current price/volume action on top — a technical read, not a prediction.
Holders
2
tracked managers
New this Q
0
opened a position
Avg weight
8.6%
of their portfolios
Combined value
$1.12B
held, at quarter-end
Who’s holding it Q2 2026, by position size
| Manager | Position size | Value | Change |
|---|---|---|---|
| Trian Partners Concentrated | 15.0% | $635M | HOLD |
| Davis Advisors Concentrated | 2.1% | $487M | HOLD |
Position size = share of that manager’s reported long US-equity portfolio. The consensus score weights each holder by quality tier, position size, and whether they were buying or trimming — then discounts very crowded names. It measures agreement among these managers, not expected return.