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Independent Franchise Partners

US Equity Fund

Independent Franchise Partners Solventum Corp stake

total: 60

US Equity Fund SOLV trades

Total transactions:
7
New positions:
1
Added:
6
Held since:
2024 Q3
Held for:
7 quarters
Latest activity:
2026 Q1
According to 2026 Q1 report, Independent Franchise Partners holds 996,348 Solventum Corp (SOLV) shares with a market value of roughly $65.06M accounting for 4.40% of the overall portfolio. To date, the estimated cost basis is nearly $71.8 for "buy" trades. US Equity Fund first purchased SOLV in 2024 Q3, initially acquiring 404,876 shares. Since the initial investment in Solventum Corp (SOLV), US Equity Fund has made 6 more transactions.

How many SOLV shares does Independent Franchise Partners currently hold?

According to 2026 Q1 report, Independent Franchise Partners holds 996,348 shares of Solventum Corp (SOLV), valued at around $65.06M.

When did Independent Franchise Partners buy Solventum Corp (SOLV)?

Independent Franchise Partners first invested in Solventum Corp (SOLV) in 2024 Q3 at the reported quarter-end price of $69.72 per share.

What's the cost basis of US Equity Fund's SOLV stake?

The estimated cost basis for Solventum Corp (SOLV) stake is around $71.80 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$71.80

Independent Franchise Partners's historical trades in Solventum Corp

7 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2026 Q1
4.40%
996,348
$65.30
$65,061,524
+2.43% (+23,628)
+0.1%
2025 Q4
4.91%
972,720
$79.24
$77,078,333
+5.23% (+48,303)
+0.24%
2025 Q3
4.12%
924,417
$73.00
$67,482,441
+36.08% (+245,095)
+1.09%
2025 Q2
3.55%
679,322
$75.84
$51,519,780
+3.82% (+25,003)
+0.13%
2025 Q1
3.57%
654,319
$76.04
$49,754,417
+34.46% (+167,689)
+0.91%
2024 Q4
2.92%
486,630
$66.06
$32,146,778
+20.19% (+81,754)
+0.49%
2024 Q3
1.44%
404,876
$69.72
$28,227,955
new
+1.44%
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.