Position in SOLV
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$207,302
-$73,128 QoQ
Shares Held
2,687
-24.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#490
of 873 holders
Holding Since
Sep 2024
6 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, 2026Wealthspire Advisors, LLC holds $5,107,697 across 9 Medical Instruments & Supplies names. SOLV ranks #7 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
5,304 | $2,109,294 | |
| 2 | BDX |
Becton Dickinson & Co
|
6,378 | $965,182 | |
| 3 | RMD |
Resmed Inc
|
2,748 | $535,530 | |
| 4 | WST |
West Pharmaceutical Services Inc
|
1,402 | $503,318 | |
| 5 | ICUI |
Icu Medical Inc/De
|
2,509 | $367,819 | |
| 6 | COO |
Cooper Companies, Inc.
|
4,016 | $287,987 | |
| 7 | SOLV |
Solventum Corp
This page
|
2,687 | $207,302 | |
| 8 | KRMD |
KORU Medical Systems, Inc.
|
21,425 | $89,985 |
All Filings in SOLV
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $207,302 | 2,687 | Shares | Sole | 2026-08-11 | |
| 2025-12-31 | $280,430 | 3,539 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $172,864 | 2,368 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $208,197 | 2,738 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $205,446 | 3,110 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $278,182 | 3,990 | Shares | Sole | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||