Heritage Wealth Advisors

Position in SOLV — Solventum Corp

CIK 1591122 RICHMOND, VA

Position in SOLV

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$29,779

+$4,574 QoQ

Shares Held

386

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#599

of 868 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Heritage Wealth Advisors holds $762,757 across 6 Medical Instruments & Supplies names. SOLV ranks #2 (3.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ISRG	Intuitive Surgical Inc	1,780	$707,870
2	SOLV	Solventum Corp This page	386	$29,779
3	WST	West Pharmaceutical Services Inc	41	$14,719
4	BAX	Baxter International Inc	320	$6,822
5	BDX	Becton Dickinson & Co	12	$1,815
6	ATR	Aptargroup, Inc.	14	$1,752

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$29,779	386	0.0%	Shares	Sole	2026-08-14
2026-03-31	$25,205	386	0.0%	Shares	Sole	2026-05-14
2025-12-31	$30,586	386	0.0%	Shares	Sole	2026-02-13
2025-09-30	$28,178	386	0.0%	Shares	Sole	2025-11-13
2025-06-30	$29,274	386	0.0%	Shares	Sole	2025-08-11
2025-03-31	$29,351	386	-28.0%	Shares	Sole	2025-05-08
2024-12-31	$35,408	536	-6.9%	Shares	Sole	2025-02-12
2024-09-30	$40,158	576	0.0%	Shares	Sole	2024-11-12
2024-06-30	$30,458	576	—	Shares	Sole	2024-12-12
No filing history on record for this holder in this stock.