BEACON INVESTMENT ADVISORY SERVICES, INC.
Position in SOLV — Solventum Corp
CIK 1654599
MORRISTOWN, NJ
Position in SOLV
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$642,428
+$155,943 QoQ
Shares Held
8,327
+11.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#294
of 867 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in SOLV Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026BEACON INVESTMENT ADVISORY SERVICES, INC. holds $16,654,785 across 7 Medical Instruments & Supplies names. SOLV ranks #3 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
36,626 | $14,565,427 | |
| 2 | COO |
Cooper Companies, Inc.
|
11,888 | $852,488 | |
| 3 | SOLV |
Solventum Corp
This page
|
8,327 | $642,428 | |
| 4 | ALGN |
Align Technology Inc
|
3,081 | $519,641 | |
| 5 | BDX |
Becton Dickinson & Co
|
421 | $63,709 | |
| 6 | WST |
West Pharmaceutical Services Inc
|
23 | $8,257 | |
| 7 | BAX |
Baxter International Inc
|
133 | $2,835 |
All Filings in SOLV
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $642,428 | 8,327 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $486,485 | 7,450 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $490,812 | 6,194 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $426,758 | 5,846 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $454,584 | 5,994 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $462,551 | 6,083 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $399,795 | 6,052 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $424,803 | 6,093 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $322,673 | 6,102 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||