Position in SOLV
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$370,088
+$79,373 QoQ
Shares Held
4,797
+7.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#374
of 868 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in SOLV Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026Perigon Wealth Management, LLC holds $10,294,851 across 6 Medical Instruments & Supplies names. SOLV ranks #4 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RMD |
Resmed Inc
|
23,587 | $4,596,634 | |
| 2 | ISRG |
Intuitive Surgical Inc
|
10,408 | $4,139,053 | |
| 3 | WST |
West Pharmaceutical Services Inc
|
1,868 | $670,612 | |
| 4 | SOLV |
Solventum Corp
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|
4,797 | $370,088 | |
| 5 | BDX |
Becton Dickinson & Co
|
1,798 | $272,091 | |
| 6 | BAX |
Baxter International Inc
|
11,556 | $246,373 |
All Filings in SOLV
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $370,088 | 4,797 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $290,715 | 4,452 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $270,129 | 3,409 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $237,250 | 3,250 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $249,741 | 3,293 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $330,926 | 4,352 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $276,989 | 4,193 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $319,457 | 4,582 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $352,498 | 6,666 | Shares | Sole | 2024-08-02 | |
| No filing history on record for this holder in this stock. | ||||||