Position in SOLV
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$10,338
-$280 QoQ
Shares Held
134
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#668
of 854 holders
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 Jun 30, 2026Concord Wealth Partners holds $426,876 across 7 Medical Instruments & Supplies names. SOLV ranks #3 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
823 | $327,290 | |
| 2 | BDX |
Becton Dickinson & Co
|
430 | $65,071 | |
| 3 | SOLV |
Solventum Corp
This page
|
134 | $10,338 | |
| 4 | MDLN |
Medline Inc.
|
250 | $9,860 | |
| 5 | BAX |
Baxter International Inc
|
344 | $7,334 | |
| 6 | LMAT |
Lemaitre Vascular Inc
|
61 | $5,853 | |
| 7 | BNGO |
Bionano Genomics, Inc.
|
1,000 | $1,130 |
All Filings in SOLV
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,338 | 134 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $10,618 | 134 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $9,782 | 134 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $10,162 | 134 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $10,189 | 134 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $14,268 | 216 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $15,687 | 225 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $10,681 | 202 | Shares | Sole | 2024-07-31 | |
| No filing history on record for this holder in this stock. | ||||||