Solventum Corp (SOLV) is 15.02% of Nelson Peltz's Trian Fund Management portfolio as of June 30, 2026, according to the 13F-HR filed with the SEC on August 12, 2026: 8.24M shares worth about $635.5M, the 3rd largest of 8 stock positions. Nelson Peltz left the share count unchanged from the prior quarter.
What did the 2026 Q2 filing report for SOLV?
As of June 30, 2026, from the 13F-HR filed August 12, 2026.
| Value | |
|---|---|
| Portfolio weight | 15.02% |
| Shares | 8.24M |
| Reported value | $635.5M |
| Rank in portfolio | 3rd of 8 |
| Largest holding | GE at 35.61% |
| Top three holdings | 82.16% of the book |
| Change this quarter | unchanged |
How concentrated is Nelson Peltz in SOLV?
SOLV at 15.02% is 1.2 times the average stock position in the Nelson Peltz portfolio, which is 12%. The largest holding is GE at 35.61%. The three largest stocks together are 82.16% of the reported book. A quarter earlier SOLV was 13.94% of the book.
Where does SOLV sit in the Nelson Peltz portfolio?
SOLV ranks 3rd of 8 stock positions in the Nelson Peltz portfolio at 15.02%, about the fund's average stock position of 12%. Across the 2026 Q2 portfolio, Nelson Peltz reported 8 stock positions, with no position opened or closed. The total portfolio value is about $4.2B, up 10% from the prior quarter.
How long has Nelson Peltz held SOLV?
Nelson Peltz first reported SOLV in the quarter ended June 30, 2024. The weight peaked at 17.23% in 2025 Q1. The share count was unchanged the quarter before. Every reported trade is on the Nelson Peltz SOLV trade history page.
Did other funds buy or sell SOLV in 2026 Q2?
Among the other tracked funds that had filed for 2026 Q2 as of August 12, 2026, 3 hold SOLV. The largest sellers were Independent Franchise Partners and Richard Pzena. Every tracked holder of SOLV is on the SOLV ownership page.
FAQ
What share of the Nelson Peltz portfolio is SOLV?
SOLV is 15.02% of the Nelson Peltz portfolio as of 2026 Q2, the 3rd largest of 8 stock positions.
What is the SOLV stake of Nelson Peltz worth?
Nelson Peltz holds 8.24M shares of SOLV, worth about $635.5M at June 30, 2026 prices, 15.02% of the reported portfolio.
What are the largest holdings of Nelson Peltz?
The largest stock positions of Nelson Peltz as of 2026 Q2 are GE (35.61%), JHG (31.53%) and SOLV (15.02%), together 82.16% of the book.
Did Nelson Peltz's Trian Fund Management change its SOLV position in 2026 Q2?
Nelson Peltz left the share count unchanged from the prior quarter.