Position in BDX
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$354,263
-$9,881 QoQ
Shares Held
2,341
+1.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#901
of 1,430 holders
Holding Since
Sep 2022
12 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, 2026Crestwood Advisors Group, LLC holds $5,314,453 across 10 Medical Instruments & Supplies names. BDX ranks #5 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
5,312 | $2,112,476 | |
| 2 | WST |
West Pharmaceutical Services Inc
|
1,822 | $654,098 | |
| 3 | NVST |
Envista Holdings Corp
|
17,010 | $448,213 | |
| 4 | ATR |
Aptargroup, Inc.
|
3,290 | $411,908 | |
| 5 | BDX |
Becton Dickinson & Co
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|
2,341 | $354,263 | |
| 6 | RMD |
Resmed Inc
|
1,641 | $319,798 | |
| 7 | ALGN |
Align Technology Inc
|
1,762 | $297,178 | |
| 8 | TFX |
Teleflex Inc
|
1,966 | $249,210 |
All Filings in BDX
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $354,263 | 2,341 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $364,144 | 2,316 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $350,296 | 1,805 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $260,727 | 1,393 | Shares | Sole | 2025-11-07 | |
| 2025-03-31 | $215,316 | 940 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $203,502 | 897 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $221,570 | 919 | Shares | Sole | 2024-10-30 | |
| 2024-03-31 | $205,630 | 831 | Shares | Sole | 2024-05-08 | |
| 2023-06-30 | $275,098 | 1,042 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $263,134 | 1,063 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $357,800 | 1,407 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $244,444 | 1,097 | Shares | Sole | 2022-10-26 | |
| No filing history on record for this holder in this stock. | ||||||