Position in BDX
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,158,925
+$11,949 QoQ
Shares Held
13,731
-2.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 1.6386279222197948.ToString("F0")%
Shared 0.ToString("F0")%
None 98.3613720777802.ToString("F0")%
Common Shares in BDX Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Mar 31, 2026Allworth Financial LP holds $18,061,428 across 39 Medical Instruments & Supplies names. BDX ranks #2 (12.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
27,819 | $12,824,280 | |
| 2 | BDX |
Becton Dickinson & Co
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|
13,731 | $2,158,925 | |
| 3 | ATR |
Aptargroup, Inc.
|
5,821 | $733,562 | |
| 4 | ALGN |
Align Technology Inc
|
3,292 | $564,347 | |
| 5 | COO |
Cooper Companies, Inc.
|
5,029 | $359,573 | |
| 6 | SOLV |
Solventum Corp
|
4,752 | $310,305 | |
| 7 | RMD |
Resmed Inc
|
1,016 | $228,071 | |
| 8 | WST |
West Pharmaceutical Services Inc
|
848 | $212,542 |
All Filings in BDX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,158,925 | 13,731 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,146,976 | 14,072 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,945,567 | 13,222 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $1,603,333 | 11,840 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,808,709 | 10,044 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,824,947 | 10,232 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,975,427 | 10,422 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $1,910,652 | 10,399 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $2,526,440 | 12,987 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $2,553,887 | 13,323 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $2,955,819 | 14,543 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $1,938,770 | 9,341 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $1,781,819 | 9,156 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $1,739,715 | 8,702 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $1,568,568 | 8,954 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,765,441 | 9,109 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $1,880,443 | 9,217 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $2,006,168 | 10,401 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $2,460,274 | 13,049 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $1,009,840 | 5,414 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $692,076 | 3,711 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $43,756 | 228 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $40,689 | 228 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $41,658 | 227 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $843,617 | 4,787 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||