Position in SOLV
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$282,618
+$41,491 QoQ
Shares Held
4,328
+42.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 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 Mar 31, 2026OneDigital Investment Advisors LLC holds $4,570,111 across 7 Medical Instruments & Supplies names. SOLV ranks #5 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
4,525 | $2,085,979 | |
| 2 | BDX |
Becton Dickinson & Co
|
8,278 | $1,301,549 | |
| 3 | COO |
Cooper Companies, Inc.
|
6,092 | $435,578 | |
| 4 | ALC |
Alcon Inc
|
4,059 | $305,845 | |
| 5 | SOLV |
Solventum Corp
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|
4,328 | $282,618 | |
| 6 | AVTR |
Avantor, Inc.
|
12,565 | $98,509 | |
| 7 | OSUR |
Orasure Technologies Inc
|
20,011 | $60,033 |
All Filings in SOLV
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $282,618 | 4,328 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $241,127 | 3,043 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $226,154 | 3,098 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $248,300 | 3,274 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $292,830 | 3,851 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $254,661 | 3,855 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $290,662 | 4,169 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $254,828 | 4,819 | Shares | Sole | 2024-08-02 | |
| No filing history on record for this holder in this stock. | ||||||