Position in SOLV
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$290,449
-$110,023 QoQ
Shares Held
4,448
-12.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in SOLV Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Mar 31, 2026AE Wealth Management LLC holds $31,294,210 across 8 Medical Instruments & Supplies names. SOLV ranks #6 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATR |
Aptargroup, Inc.
|
151,735 | $19,121,617 | |
| 2 | ISRG |
Intuitive Surgical Inc
|
21,044 | $9,701,038 | |
| 3 | BDX |
Becton Dickinson & Co
|
4,513 | $709,565 | |
| 4 | ALGN |
Align Technology Inc
|
2,904 | $497,818 | |
| 5 | RMD |
Resmed Inc
|
2,003 | $449,628 | |
| 6 | SOLV |
Solventum Corp
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|
4,448 | $290,449 | |
| 7 | WST |
West Pharmaceutical Services Inc
|
1,142 | $286,216 | |
| 8 | BAX |
Baxter International Inc
|
14,160 | $237,879 |
All Filings in SOLV
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $290,449 | 4,448 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $400,472 | 5,054 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $304,629 | 4,173 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $346,662 | 4,571 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $407,419 | 5,358 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $375,880 | 5,690 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $440,142 | 6,313 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||