Position in SOLV
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$442,917
+$101,269 QoQ
Shares Held
5,741
+9.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#350
of 868 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SOLV Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026First Bank & Trust holds $3,434,911 across 7 Medical Instruments & Supplies names. SOLV ranks #3 (12.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
3,269 | $1,300,015 | |
| 2 | WST |
West Pharmaceutical Services Inc
|
1,607 | $576,913 | |
| 3 | SOLV |
Solventum Corp
This page
|
5,741 | $442,917 | |
| 4 | STVN |
Stevanato Group S.p.A.
|
18,417 | $332,795 | |
| 5 | ALGN |
Align Technology Inc
|
1,599 | $269,687 | |
| 6 | AVTR |
Avantor, Inc.
|
26,696 | $264,290 | |
| 7 | ATRC |
AtriCure, Inc.
|
8,874 | $248,294 |
All Filings in SOLV
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $442,917 | 5,741 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $341,648 | 5,232 | Shares | Defined | 2026-04-10 | |
| 2025-12-31 | $412,997 | 5,212 | Shares | Defined | 2026-01-12 | |
| 2025-09-30 | $284,189 | 3,893 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $264,984 | 3,494 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $278,838 | 3,667 | Shares | Sole | 2025-04-28 | |
| No filing history on record for this holder in this stock. | ||||||