Position in SOLV
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$72,289
+$11,103 QoQ
Shares Held
937
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#122
of 265 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 71%
Shared 0%
None 29%
Common Shares in SOLV Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $4,319,171 across 11 Medical Instruments & Supplies names. SOLV ranks #4 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BDX |
Becton Dickinson & Co
|
19,079 | $2,887,225 | |
| 2 | ISRG |
Intuitive Surgical Inc
|
2,793 | $1,110,720 | |
| 3 | AVR |
Anteris Technologies Global Corp.
|
14,350 | $141,347 | |
| 4 | SOLV |
Solventum Corp
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|
937 | $72,289 | |
| 5 | ALC |
Alcon Inc
|
653 | $43,816 | |
| 6 | BAX |
Baxter International Inc
|
1,863 | $39,719 | |
| 7 | ALGN |
Align Technology Inc
|
50 | $8,433 | |
| 8 | WST |
West Pharmaceutical Services Inc
|
15 | $5,385 |
All Filings in SOLV
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $72,289 | 937 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $61,186 | 937 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $74,247 | 937 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $75,701 | 1,037 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $76,067 | 1,003 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $224,622 | 2,954 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $219,781 | 3,327 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $258,312 | 3,705 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $259,006 | 4,898 | Shares | Sole | 2024-07-12 | |
| No filing history on record for this holder in this stock. | ||||||