Position in BDX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$20,348,133
-$643,801 QoQ
Shares Held
134,462
+0.7% QoQ
Ownership
0.049%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#162
of 1,437 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in BDX Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026Creative Planning holds $195,883,119 across 27 Medical Instruments & Supplies names. BDX ranks #3 (10.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
137,514 | $54,686,566 | |
| 2 | WST |
West Pharmaceutical Services Inc
|
90,518 | $32,495,962 | |
| 3 | BDX |
Becton Dickinson & Co
This page
|
134,462 | $20,348,133 | |
| 4 | ALGN |
Align Technology Inc
|
69,292 | $11,686,787 | |
| 5 | MMSI |
Merit Medical Systems Inc
|
146,939 | $10,188,749 | |
| 6 | RMD |
Resmed Inc
|
49,217 | $9,591,408 | |
| 7 | COO |
Cooper Companies, Inc.
|
127,408 | $9,136,427 | |
| 8 | ALC |
Alcon Inc
|
132,357 | $8,881,154 |
All Filings in BDX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,348,133 | 134,462 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $20,991,934 | 133,511 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $20,097,118 | 103,556 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $13,703,835 | 73,216 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $9,553,503 | 55,463 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $11,390,464 | 49,727 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $12,318,585 | 54,298 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $11,425,003 | 47,387 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $11,149,128 | 47,705 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $11,232,004 | 45,391 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $10,965,031 | 44,970 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $12,064,563 | 46,666 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $12,198,843 | 46,206 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $10,374,400 | 41,910 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $10,906,927 | 42,890 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $8,905,177 | 39,964 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $10,238,637 | 41,531 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $9,855,032 | 37,049 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $8,863,662 | 35,246 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $9,055,517 | 36,838 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $8,813,690 | 36,242 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $9,059,038 | 37,257 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $9,328,700 | 37,282 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $8,289,459 | 35,626 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $7,689,419 | 32,137 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $7,506,355 | 32,669 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||