Position in SOLV
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$337,839
+$90,418 QoQ
Shares Held
4,379
+15.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#393
of 868 holders
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in SOLV Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026EP Wealth Advisors, LLC holds $14,362,866 across 10 Medical Instruments & Supplies names. SOLV ranks #8 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
22,873 | $9,096,134 | |
| 2 | BDX |
Becton Dickinson & Co
|
11,507 | $1,741,354 | |
| 3 | COO |
Cooper Companies, Inc.
|
9,432 | $676,368 | |
| 4 | NVST |
Envista Holdings Corp
|
24,379 | $642,386 | |
| 5 | RMD |
Resmed Inc
|
2,677 | $521,693 | |
| 6 | WST |
West Pharmaceutical Services Inc
|
1,394 | $500,446 | |
| 7 | ATR |
Aptargroup, Inc.
|
2,699 | $337,914 | |
| 8 | SOLV |
Solventum Corp
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|
4,379 | $337,839 |
All Filings in SOLV
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $337,839 | 4,379 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $247,421 | 3,789 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $355,708 | 4,489 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $327,552 | 4,319 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $347,730 | 4,573 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $348,268 | 5,272 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $354,944 | 5,091 | Shares | Sole | 2024-11-15 | |
| No filing history on record for this holder in this stock. | ||||||