Position in SOLV
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$14,272
+$2,192 QoQ
Shares Held
185
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#645
of 868 holders
Holding Since
Jun 2025
5 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, 2026Strategic Wealth Partners, Ltd. holds $10,534,746 across 9 Medical Instruments & Supplies names. SOLV ranks #5 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BDX |
Becton Dickinson & Co
|
68,186 | $10,318,587 | |
| 2 | ISRG |
Intuitive Surgical Inc
|
289 | $114,929 | |
| 3 | COO |
Cooper Companies, Inc.
|
608 | $43,599 | |
| 4 | RGEN |
Repligen Corp
|
142 | $19,374 | |
| 5 | SOLV |
Solventum Corp
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|
185 | $14,272 | |
| 6 | WST |
West Pharmaceutical Services Inc
|
38 | $13,642 | |
| 7 | ALC |
Alcon Inc
|
88 | $5,904 | |
| 8 | ALGN |
Align Technology Inc
|
20 | $3,373 |
All Filings in SOLV
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,272 | 185 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $12,080 | 185 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $15,055 | 190 | Shares | Sole | 2026-05-12 | |
| 2025-09-30 | $2,336 | 32 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,426 | 32 | Shares | Sole | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||