Position in BDX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,741,354
-$303,579 QoQ
Shares Held
11,507
-11.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#519
of 1,430 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 41%
Shared 0%
None 59%
Common Shares in BDX Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026EP Wealth Advisors, LLC holds $14,362,866 across 10 Medical Instruments & Supplies names. BDX ranks #2 (12.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
22,873 | $9,096,134 | |
| 2 | BDX |
Becton Dickinson & Co
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|
11,507 | $1,741,354 | |
| 3 | COO |
Cooper Companies, Inc.
|
9,432 | $676,368 | |
| 4 | NVST |
Envista Holdings Corp
|
24,379 | $642,386 | |
| 5 | RMD |
Resmed Inc
|
2,677 | $521,693 | |
| 6 | WST |
West Pharmaceutical Services Inc
|
1,394 | $500,446 | |
| 7 | ATR |
Aptargroup, Inc.
|
2,699 | $337,914 | |
| 8 | SOLV |
Solventum Corp
|
4,379 | $337,839 |
All Filings in BDX
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,741,354 | 11,507 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,044,933 | 13,006 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,929,681 | 15,096 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $2,820,766 | 16,376 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,765,516 | 16,439 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,796,442 | 16,734 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,025,405 | 16,696 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $3,904,359 | 16,706 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $4,248,964 | 17,171 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $4,223,622 | 17,322 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $4,542,631 | 17,571 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $4,614,367 | 817,325 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $16,975,833 | 817,325 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $4,589,606 | 18,048 | Shares | Sole | 2023-06-12 | |
| 2022-09-30 | $4,028,765 | 18,080 | Shares | Sole | 2022-12-02 | |
| 2022-06-30 | $4,674,702 | 18,962 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $4,749,163 | 17,854 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $4,449,183 | 17,692 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $4,352,243 | 17,705 | Shares | Sole | 2021-11-23 | |
| 2021-06-30 | $4,305,435 | 17,704 | Shares | Sole | 2021-08-24 | |
| 2020-09-30 | $273,631 | 1,176 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $266,307 | 1,113 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $306,513 | 1,334 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||