Position in SOLV
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$9,936,764
+$622,500 QoQ
Shares Held
152,171
+29.5% QoQ
Ownership
0.088%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 95.8520348818106.ToString("F0")%
Shared 0.ToString("F0")%
None 4.147965118189405.ToString("F0")%
Common Shares in SOLV Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Mar 31, 2026STIFEL FINANCIAL CORP holds $367,649,240 across 24 Medical Instruments & Supplies names. SOLV ranks #7 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
431,688 | $199,003,849 | |
| 2 | BDX |
Becton Dickinson & Co
|
378,265 | $59,474,601 | |
| 3 | COO |
Cooper Companies, Inc.
|
257,969 | $18,444,782 | |
| 4 | RMD |
Resmed Inc
|
65,383 | $14,677,174 | |
| 5 | ALGN |
Align Technology Inc
|
74,984 | $12,854,505 | |
| 6 | ALC |
Alcon Inc
|
151,050 | $11,381,616 | |
| 7 | SOLV |
Solventum Corp
This page
|
152,171 | $9,936,764 | |
| 8 | WST |
West Pharmaceutical Services Inc
|
36,370 | $9,115,775 |
All Filings in SOLV
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,936,764 | 152,171 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $9,314,264 | 117,545 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $5,838,540 | 79,980 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $7,540,012 | 99,420 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $7,115,517 | 93,576 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $7,057,716 | 106,838 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $7,547,677 | 108,257 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $11,961,030 | 226,192 | Shares | Defined | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||