Position in SOLV
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$33,020
+$4,680 QoQ
Shares Held
428
-1.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#588
of 868 holders
Holding Since
Jun 2024
9 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, 2026Caldwell Trust Co holds $1,342,973 across 6 Medical Instruments & Supplies names. SOLV ranks #3 (2.5% of the industry book) .
All Filings in SOLV
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,020 | 428 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $28,340 | 434 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $70,523 | 890 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $78,621 | 1,077 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $89,263 | 1,177 | Shares | Sole | 2025-09-22 | |
| 2025-03-31 | $89,499 | 1,177 | Shares | Sole | 2025-09-23 | |
| 2024-12-31 | $78,082 | 1,182 | Shares | Sole | 2025-09-24 | |
| 2024-09-30 | $85,895 | 1,232 | Shares | Sole | 2025-09-24 | |
| 2024-06-30 | $78,579 | 1,486 | Shares | Sole | 2025-09-24 | |
| No filing history on record for this holder in this stock. | ||||||