Position in SOLV
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$15,815
+$2,102 QoQ
Shares Held
205
-2.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#635
of 868 holders
Holding Since
Jun 2024
9 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, 2026VALLEY NATIONAL ADVISERS INC holds $1,513,729 across 11 Medical Instruments & Supplies names. SOLV ranks #2 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RMD |
Resmed Inc
|
7,495 | $1,460,625 | |
| 2 | SOLV |
Solventum Corp
This page
|
205 | $15,815 | |
| 3 | ISRG |
Intuitive Surgical Inc
|
38 | $15,111 | |
| 4 | ALC |
Alcon Inc
|
160 | $10,736 | |
| 5 | OSUR |
Orasure Technologies Inc
|
1,250 | $5,575 | |
| 6 | BDX |
Becton Dickinson & Co
|
16 | $2,421 | |
| 7 | ALGN |
Align Technology Inc
|
7 | $1,180 | |
| 8 | WST |
West Pharmaceutical Services Inc
|
3 | $1,077 |
All Filings in SOLV
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,815 | 205 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $13,713 | 210 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $17,432 | 220 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $16,936 | 232 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $17,139 | 226 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $16,652 | 219 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $14,533 | 220 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $15,965 | 229 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $14,489 | 274 | Shares | Sole | 2024-07-18 | |
| No filing history on record for this holder in this stock. | ||||||