Position in SOLV
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$156,458
-$28,646 QoQ
Shares Held
2,396
+2.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
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, 2026HighMark Wealth Management LLC holds $3,190,514 across 8 Medical Instruments & Supplies names. SOLV ranks #3 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATRC |
AtriCure, Inc.
|
83,720 | $2,388,531 | |
| 2 | KRMD |
KORU Medical Systems, Inc.
|
120,935 | $522,439 | |
| 3 | SOLV |
Solventum Corp
This page
|
2,396 | $156,458 | |
| 4 | WST |
West Pharmaceutical Services Inc
|
420 | $105,268 | |
| 5 | STVN |
Stevanato Group S.p.A.
|
552 | $7,590 | |
| 6 | ISRG |
Intuitive Surgical Inc
|
15 | $6,914 | |
| 7 | ALC |
Alcon Inc
|
40 | $3,014 | |
| 8 | OSUR |
Orasure Technologies Inc
|
100 | $300 |
All Filings in SOLV
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $156,458 | 2,396 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $185,104 | 2,336 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $171,039 | 2,343 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $178,148 | 2,349 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $164,322 | 2,161 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $142,755 | 2,161 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $169,628 | 2,433 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $119,138 | 2,253 | Shares | Sole | 2024-07-29 | |
| No filing history on record for this holder in this stock. | ||||||