Position in BDX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,062,033
-$39,834 QoQ
Shares Held
7,018
+0.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#616
of 1,430 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 93%
Shared 7%
None 0%
Common Shares in BDX Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026Evercore Wealth Management, LLC holds $2,808,249 across 3 Medical Instruments & Supplies names. BDX ranks #2 (37.8% of the industry book) .
All Filings in BDX
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,062,033 | 7,018 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $1,101,867 | 7,008 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $493,325 | 2,542 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $475,785 | 2,542 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $610,109 | 3,542 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $849,353 | 3,708 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $841,233 | 3,708 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $924,376 | 3,834 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $945,122 | 4,044 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,000,687 | 4,044 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $989,949 | 4,060 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,045,494 | 4,044 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $1,067,656 | 4,044 | Shares | Defined | 2023-08-04 | |
| 2023-03-31 | $1,001,050 | 4,044 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,033,728 | 4,065 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $901,123 | 4,044 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,213,666 | 4,923 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,635,100 | 6,147 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,550,121 | 6,164 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,533,424 | 6,238 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,528,691 | 6,286 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $1,577,069 | 6,486 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $1,648,948 | 6,590 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $1,165,959 | 5,011 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $1,184,146 | 4,949 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $1,128,859 | 4,913 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||