Position in SOLV
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$41,103,821
-$229,379 QoQ
Shares Held
532,778
-15.8% QoQ
Ownership
0.313%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#37
of 875 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 85%
Shared 0%
None 15%
Common Shares in SOLV Over Time
Shares Held
Position Value (USD)
Derivatives in SOLV
reported options exposure · as of Dec 31, 2025CallValue
$253,568
CallShares
3,200
PutValue
$253,568
PutShares
3,200
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026UBS Group AG holds $3,388,769,855 across 51 Medical Instruments & Supplies names. SOLV ranks #14 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
1,778,545 | $707,291,770 | |
| 2 | ALC |
Alcon Inc
|
7,156,307 | $480,188,194 | |
| 3 | ALGN |
Align Technology Inc
|
2,125,286 | $358,450,733 | |
| 4 | COO |
Cooper Companies, Inc.
|
3,932,013 | $281,964,649 | |
| 5 | MDLN |
Medline Inc.
|
6,431,013 | $253,639,150 | |
| 6 | RMD |
Resmed Inc
|
1,289,300 | $251,258,781 | |
| 7 | BAX |
Baxter International Inc
|
9,529,309 | $203,164,867 | |
| 8 | BDX |
Becton Dickinson & Co
|
1,213,811 | $183,686,016 |
All Filings in SOLV
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $41,103,821 | 532,778 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $41,333,200 | 632,974 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $253,568 | 3,200 | Put | Defined | 2026-01-29 | |
| 2025-12-31 | $253,568 | 3,200 | Call | Defined | 2026-01-29 | |
| 2025-12-31 | $59,261,375 | 747,872 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $963,600 | 13,200 | Put | Defined | 2025-11-13 | |
| 2025-09-30 | $43,320,828 | 593,436 | Shares | Defined | 2025-11-13 | |
| 2025-09-30 | $233,600 | 3,200 | Call | Defined | 2025-11-13 | |
| 2025-06-30 | $46,632,194 | 614,876 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $43,983,739 | 578,429 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $32,462,211 | 491,405 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $29,316,142 | 420,484 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $20,882,730 | 394,908 | Shares | Defined | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||