Atria Investments, Inc

Position in BDX — Becton Dickinson & Co

CIK 1535865 Charlotte, NC

Position in BDX

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$5,567,582

+$341,257 QoQ

Shares Held

36,791

+10.7% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#323

of 1,430 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Atria Investments, Inc holds $31,013,143 across 20 Medical Instruments & Supplies names. BDX ranks #2 (18.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ISRG	Intuitive Surgical Inc	24,737	$9,837,410
2	BDX	Becton Dickinson & Co This page	36,791	$5,567,582
3	WST	West Pharmaceutical Services Inc	9,238	$3,316,442
4	COO	Cooper Companies, Inc.	25,556	$1,832,620
5	ALC	Alcon Inc	22,501	$1,509,817
6	SOLV	Solventum Corp	17,042	$1,314,790
7	ALGN	Align Technology Inc	6,857	$1,156,501
8	BAX	Baxter International Inc	50,012	$1,066,255

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,567,582	36,791	+10.7%	Shares	Sole	2026-07-28
2026-03-31	$5,226,325	33,240	+15.5%	Shares	Sole	2026-05-05
2025-12-31	$5,587,471	28,791	+4.6%	Shares	Sole	2026-02-05
2025-09-30	$5,152,602	27,529	+16.9%	Shares	Sole	2025-11-06
2025-06-30	$4,057,177	23,554	+24.5%	Shares	Sole	2025-08-04
2025-03-31	$4,333,127	18,917	+2.2%	Shares	Sole	2025-05-06
2024-12-31	$4,198,228	18,505	-7.7%	Shares	Sole	2025-02-06
2024-09-30	$4,833,813	20,049	+8.0%	Shares	Sole	2024-11-01
2024-06-30	$4,340,462	18,572	+1.1%	Shares	Sole	2024-08-13
2024-03-31	$4,545,657	18,370	+11.8%	Shares	Sole	2024-05-21
2023-12-31	$4,006,857	16,433	+0.3%	Shares	Sole	2024-02-14
2023-09-30	$4,233,688	16,376	+5.7%	Shares	Sole	2023-11-07
2023-06-30	$4,092,154	15,500	-4.6%	Shares	Sole	2023-08-04
2023-03-31	$4,023,762	16,255	+10.9%	Shares	Sole	2023-05-10
2022-12-31	$3,728,801	14,663	+11.2%	Shares	Sole	2023-01-31
2022-09-30	$2,938,236	13,186	-5.7%	Shares	Sole	2022-11-01
2022-06-30	$3,448,215	13,987	+29.7%	Shares	Sole	2022-08-11
2022-03-31	$2,868,277	10,783	+4.6%	Shares	Sole	2022-05-02
2021-12-31	$2,591,500	10,305	+12.4%	Shares	Sole	2022-02-04
2021-09-30	$2,253,677	9,168	+2.6%	Shares	Sole	2021-11-16
2021-06-30	$2,173,388	8,937	+70.3%	Shares	Sole	2021-08-10
2021-03-31	$1,276,051	5,248	+0.7%	Shares	Sole	2021-05-11
2020-12-31	$1,304,646	5,214	+8.9%	Shares	Sole	2021-02-12
2020-09-30	$1,114,537	4,790	-33.3%	Shares	Sole	2020-11-05
2020-06-30	$1,718,197	7,181	-20.0%	Shares	Sole	2020-09-22
2020-03-31	$2,063,104	8,979	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.