Solventum CORP (SOLV) — Smart Money Tracker (13F, Q2 2026)

SOLV ranks #565 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

SOLV is a disclosed holding of Nelson Peltz (Trian Fund Management), one of the tracked superinvestors on AlphaSMO — it makes up 15.0% of that fund's own 13F portfolio.

SOLV is a top-conviction position for Trian Fund Management, L.p. — at 15.0% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in SOLV belongs to Independent Franchise Partners LLP, but the position matters far more to Trian Fund Management, L.p., who has 15.0% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Dimensional Fund Advisors LP has added to its SOLV position for two straight quarters, increasing it by $97.6M to reach $140.2M today.

Assenagon Asset Management S.A. has trimmed its SOLV position for two straight quarters, cutting it by $50.7M while still holding $222.3K.

SOLV is down 0.1% today, but institutions show net buying of $1.2B this quarter — a divergence between today's price move and the underlying institutional flow.

SOLV posted net income of $1.4B over the trailing twelve months, and currently trades at a P/E of 11.1.

• Profitable — net income of $1.4B over the trailing twelve months
• Revenue declined 0.9% year over year
• Net income improved year over year, from $380.0M to $1.4B
• Generated $369.0M in positive operating cash flow
• Current ratio of 1.23x — below the conventional 1.5x liquidity buffer
• Liabilities run 1.83x equity — within a conventional range