Position in BDX
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$20,991,934
+$5,192,314 QoQ
Shares Held
133,511
+28.9% QoQ
Ownership
0.048%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026Creative Planning holds $168,796,083 across 25 Medical Instruments & Supplies names. BDX ranks #2 (12.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
125,675 | $57,934,917 | |
| 2 | BDX |
Becton Dickinson & Co
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|
133,511 | $20,991,934 | |
| 3 | WST |
West Pharmaceutical Services Inc
|
83,372 | $20,896,358 | |
| 4 | ALGN |
Align Technology Inc
|
57,442 | $9,847,282 | |
| 5 | RMD |
Resmed Inc
|
38,899 | $8,732,047 | |
| 6 | ALC |
Alcon Inc
|
114,290 | $8,611,751 | |
| 7 | HOLX |
HOLOGIC INC
|
109,718 | $8,293,583 | |
| 8 | COO |
Cooper Companies, Inc.
|
82,915 | $5,928,422 |
All Filings in BDX
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $20,991,934 | 133,511 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $15,799,620 | 103,556 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $10,773,455 | 73,216 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $7,510,615 | 55,463 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $8,954,768 | 49,727 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $9,684,422 | 54,298 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $8,981,921 | 47,387 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $8,765,035 | 47,705 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $8,830,192 | 45,391 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $8,620,308 | 44,970 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $9,484,719 | 46,666 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $9,590,285 | 46,206 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $8,155,974 | 41,910 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $8,574,628 | 42,890 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $7,000,925 | 39,964 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $8,049,243 | 41,531 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $7,558,699 | 37,049 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $6,798,329 | 35,246 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $6,945,480 | 36,838 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $6,760,002 | 36,242 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $6,948,180 | 37,257 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $7,155,008 | 37,282 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $6,357,922 | 35,626 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $5,897,698 | 32,137 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $5,757,290 | 32,669 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||