Position in BDX
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$25,574
-$54 QoQ
Shares Held
169
+3.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,255
of 1,428 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BDX Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026JFS WEALTH ADVISORS, LLC holds $201,992 across 21 Medical Instruments & Supplies names. BDX ranks #2 (12.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
284 | $112,941 | |
| 2 | BDX |
Becton Dickinson & Co
This page
|
169 | $25,574 | |
| 3 | RMD |
Resmed Inc
|
63 | $12,277 | |
| 4 | WST |
West Pharmaceutical Services Inc
|
33 | $11,847 | |
| 5 | COO |
Cooper Companies, Inc.
|
83 | $5,951 | |
| 6 | ATR |
Aptargroup, Inc.
|
41 | $5,133 | |
| 7 | NVST |
Envista Holdings Corp
|
182 | $4,795 | |
| 8 | ALC |
Alcon Inc
|
56 | $3,757 |
All Filings in BDX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,574 | 169 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $25,628 | 163 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $31,633 | 163 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $21,898 | 117 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $20,497 | 119 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $33,213 | 145 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $44,012 | 194 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $40,986 | 170 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $40,198 | 172 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $41,571 | 168 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $42,670 | 175 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $55,842 | 216 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $53,330 | 202 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $48,517 | 196 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $51,622 | 203 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $46,348 | 208 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $52,757 | 214 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $61,179 | 230 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $44,260 | 176 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $39,085 | 159 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $26,507 | 109 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $26,503 | 109 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $19,517 | 78 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $13,495 | 58 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $13,877 | 58 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $13,326 | 58 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||