Position in SOLV
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$1,671,994
+$479,616 QoQ
Shares Held
21,672
+18.7% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#25
of 290 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SOLV Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026Sequoia Financial Advisors, LLC holds $15,084,654 across 15 Medical Instruments & Supplies names. SOLV ranks #2 (11.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
11,226 | $4,464,355 | |
| 2 | SOLV |
Solventum Corp
This page
|
21,672 | $1,671,994 | |
| 3 | BDX |
Becton Dickinson & Co
|
10,070 | $1,523,893 | |
| 4 | ALC |
Alcon Inc
|
19,755 | $1,325,560 | |
| 5 | ALGN |
Align Technology Inc
|
7,079 | $1,193,944 | |
| 6 | WST |
West Pharmaceutical Services Inc
|
3,111 | $1,116,849 | |
| 7 | RMD |
Resmed Inc
|
5,105 | $994,862 | |
| 8 | COO |
Cooper Companies, Inc.
|
9,942 | $712,940 |
All Filings in SOLV
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,671,994 | 21,672 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $1,192,378 | 18,260 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,445,258 | 18,239 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,268,156 | 17,372 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,319,616 | 17,400 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,318,837 | 17,344 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $483,361 | 7,317 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $399,983 | 5,737 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $280,052 | 5,296 | Shares | Sole | 2024-07-15 | |
| No filing history on record for this holder in this stock. | ||||||