EXENCIAL WEALTH ADVISORS, LLC

Position in BDX — Becton Dickinson & Co

CIK 1576151 OKLAHOMA CITY, OK

Position in BDX

as of Mar 31, 2026 · filed Apr 28, 2026 Compact

Position Value

$6,505,548

-$1,101,027 QoQ

Shares Held

41,376

-17.0% QoQ

Ownership

0.015%

of shares outstanding

% of Portfolio

0.41%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 96% Shared 0% None 4%

Healthcare · as of Mar 31, 2026

EXENCIAL WEALTH ADVISORS, LLC holds $25,092,616 across 4 Medical Instruments & Supplies names. BDX ranks #2 (25.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ISRG	Intuitive Surgical Inc	22,156	$10,213,694
2	BDX	Becton Dickinson & Co This page	41,376	$6,505,548
3	COO	Cooper Companies, Inc.	87,985	$6,290,927
4	ALC	Alcon Inc	27,637	$2,082,447

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$6,505,548	41,376	+5.6%	Shares	Sole	2026-04-28
2025-12-31	$7,606,575	39,195	-41.8%	Shares	Sole	2026-01-30
2025-09-30	$12,598,784	67,312	-2.3%	Shares	Sole	2025-10-27
2025-06-30	$11,864,066	68,877	-2.9%	Shares	Sole	2025-07-30
2025-03-31	$16,245,620	70,923	-0.6%	Shares	Sole	2025-05-09
2024-12-31	$16,184,904	71,340	-4.7%	Shares	Sole	2025-02-06
2024-09-30	$18,043,921	74,840	-1.6%	Shares	Sole	2024-10-31
2024-06-30	$17,775,751	76,059	-3.1%	Shares	Sole	2024-08-12
2024-03-31	$19,432,252	78,530	+37.7%	Shares	Sole	2024-05-10
2023-12-31	$13,904,158	57,024	+3.6%	Shares	Sole	2024-02-13
2023-09-30	$14,231,821	55,049	+0.4%	Shares	Sole	2023-11-08
2023-06-30	$14,482,794	54,857	+3.3%	Shares	Sole	2023-08-10
2023-03-31	$13,149,818	53,122	+0.6%	Shares	Sole	2023-05-02
2022-12-31	$13,431,364	52,817	+36.5%	Shares	Sole	2023-02-14
2022-09-30	$8,623,520	38,700	+4.4%	Shares	Sole	2022-11-08
2022-06-30	$9,139,853	37,074	+8.5%	Shares	Sole	2022-08-11
2022-03-31	$9,086,825	34,161	+3.2%	Shares	Sole	2022-05-12
2021-12-31	$8,325,746	33,107	+4.6%	Shares	Sole	2022-02-10
2021-09-30	$7,779,957	31,649	+4.1%	Shares	Sole	2021-11-04
2021-06-30	$7,391,273	30,393	+2.3%	Shares	Sole	2021-08-16
2021-03-31	$7,223,012	29,706	+6.5%	Shares	Sole	2021-05-06
2020-12-31	$6,979,885	27,895	-49.1%	Shares	Sole	2021-02-11
2020-09-30	$12,758,778	54,834	+110.6%	Shares	Sole	2020-11-13
2020-06-30	$6,230,351	26,039	+2503.9%	Shares	Sole	2020-08-17
2020-03-31	$229,769	1,000	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.