Position in BDX
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$10,365,651
-$132,596 QoQ
Shares Held
68,497
+2.6% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
1.16%
of 13F equity value
Holder Rank
#246
of 1,435 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BDX Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026ProVise Management Group, LLC holds $10,684,192 across 2 Medical Instruments & Supplies names. BDX ranks #1 (97.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BDX |
Becton Dickinson & Co
This page
|
68,497 | $10,365,651 | |
| 2 | ISRG |
Intuitive Surgical Inc
|
801 | $318,541 |
All Filings in BDX
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,365,651 | 68,497 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $10,498,247 | 66,770 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $12,114,629 | 62,424 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $12,092,677 | 64,608 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $11,356,789 | 65,932 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $14,034,275 | 61,269 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $10,540,605 | 46,461 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $9,672,207 | 40,117 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $8,810,400 | 37,698 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $9,170,746 | 37,061 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $8,623,045 | 35,365 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $9,022,181 | 34,898 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $9,184,906 | 34,790 | Shares | Sole | 2023-08-24 | |
| 2023-03-31 | $8,810,195 | 35,591 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $8,923,642 | 35,091 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $8,607,699 | 38,629 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $9,518,030 | 38,608 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $9,581,584 | 36,021 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $8,357,935 | 33,235 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $6,911,229 | 28,115 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $1,250,726 | 5,143 | Shares | Sole | 2021-08-06 | |
| No filing history on record for this holder in this stock. | ||||||