Current position

Nelson Peltz’s Solventum Corp (SOLV) position

Reported position history, portfolio importance and verified filing changes from public SEC disclosures.

Trian Fund ManagementVerified through Q2 2026
Relationship snapshot

At a glance

The full verified relationship, including prior ownership episodes and exits where supported.

First reportedQ2 2024Earliest verified positive filing snapshot
Latest statusCurrent positionBased on the latest supported relationship state
Peak shares8.46MHighest verified quarter-end share count
Quarters reported9Verified quarters with shares above zero
What happened?

Trian Fund Management first reported Solventum Corp in Q2 2024. The reported position was increased and reduced across later filings. Trian Fund Management currently reports 8.24M shares. The latest verified filing showed: No change.

Verified SEC history

Position over time

See the same verified relationship through reported shares, portfolio weight or reported value.

Metric

Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.

Key filing events

What changed

Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.

Q2 2026
No change8.24M shares reported
Filing context

Quarter-end price $77.15 · Estimated holding basis $58.48

Q4 2025
Sold 2.7% of the position−226.07K shares · 8.24M shares remained
Filing context

Quarter-end price $79.24 · Estimated holding basis $58.48

Q4 2024
Bought 18.8% more+1.34M shares · 8.46M shares reported after the change
Filing context

Quarter-end price $66.06 · Estimated holding basis $58.48

Q3 2024
Bought 32.9% more+1.77M shares · 7.13M shares reported after the change
Filing context

Quarter-end price $69.72 · Estimated holding basis $57.05

Q2 2024
New position+5.36M shares · 5.36M shares reported
Filing context

Quarter-end price $52.88 · Estimated holding basis $52.88

4 unchanged quarters are collapsed by default.

Portfolio importance

How important is Solventum Corp in Trian Fund Management’s reported portfolio?

Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.

Current portfolio weight15.0%Q2 2026
Current rank#3of 8 reported positions
Peak portfolio weight17.2%Q1 2025
Best historical rank#3Q4 2024
At peak importanceQ1 2025
SOLV
17.2%
Largest holding
30.8%
Cross-investor discovery

Who else owns Solventum Corp?

Also reported by 2 other tracked investors in their latest verified filings.

Explore Solventum Corp across all tracked investors →
SEC evidence & methodology

SEC filing evidence

Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.

Latest verified stock price$88.842026-09-18

Market context only; not an investor transaction price.

Latest filing quarter-end price$77.15Q2 2026

Derived from validated reported value and shares where supported.

Estimated holding basis$58.48Historical reference — not actual purchase price

Calculated from supported filing history.

Latest verified investor filingQ2 2026 · filed 2026-08-12
Open SEC filing ↗

This tracker follows Trian Fund Management, L.P.’s Form 13F disclosures—not Nelson Peltz’s personal brokerage account. Form 13F reports quarter-end U.S.-listed positions and certain options, but it does not reveal exact trade dates, execution prices, short positions or the purpose of an option position.