Circle Wealth Management, LLC

Position in BDX — Becton Dickinson & Co

CIK 1578242 SUMMIT, NJ

Position in BDX

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$747,872

-$29,158 QoQ

Shares Held

4,942

0.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#684

of 1,435 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Circle Wealth Management, LLC holds $3,725,785 across 4 Medical Instruments & Supplies names. BDX ranks #3 (20.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ISRG	Intuitive Surgical Inc	3,226	$1,282,915
2	WRBY	Warby Parker Inc.	35,697	$1,083,046
3	BDX	Becton Dickinson & Co This page	4,942	$747,872
4	ALC	Alcon Inc	9,120	$611,952

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$747,872	4,942	0.0%	Shares	Sole	2026-08-12
2026-03-31	$777,030	4,942	-0.2%	Shares	Sole	2026-05-12
2025-12-31	$961,034	4,952	+1.0%	Shares	Sole	2026-02-13
2025-09-30	$917,507	4,902	+47.5%	Shares	Sole	2025-11-14
2025-06-30	$572,386	3,323	-0.9%	Shares	Sole	2025-08-14
2025-03-31	$767,809	3,352	-0.2%	Shares	Sole	2025-05-14
2024-12-31	$762,283	3,360	+0.4%	Shares	Sole	2025-02-14
2024-09-30	$807,202	3,348	-10.0%	Shares	Sole	2024-11-14
2024-06-30	$869,401	3,720	-6.0%	Shares	Sole	2024-08-13
2024-03-31	$978,912	3,956	+8.1%	Shares	Sole	2024-05-14
2023-12-31	$891,929	3,658	+10.2%	Shares	Sole	2024-02-15
2023-09-30	$858,061	3,319	+0.5%	Shares	Sole	2023-11-15
2023-06-30	$872,288	3,304	+10.0%	Shares	Sole	2023-08-11
2023-03-31	$743,610	3,004	+0.0%	Shares	Sole	2023-05-09
2022-12-31	$763,662	3,003	+0.9%	Shares	Sole	2023-02-13
2022-09-30	$662,919	2,975	-1.2%	Shares	Sole	2022-11-14
2022-06-30	$742,301	3,011	-0.0%	Shares	Sole	2022-08-12
2022-03-31	$801,191	3,012	+13.2%	Shares	Sole	2022-05-16
2021-12-31	$669,188	2,661	-0.0%	Shares	Sole	2022-02-14
2021-09-30	$654,372	2,662	+0.3%	Shares	Sole	2021-11-12
2021-06-30	$645,669	2,655	+18.8%	Shares	Sole	2021-08-16
2021-03-31	$543,440	2,235	+15.4%	Shares	Sole	2021-05-17
2020-12-31	$484,425	1,936	+24.8%	Shares	Sole	2021-02-18
2020-09-30	$360,886	1,551	+50.0%	Shares	Sole	2020-11-16
2020-06-30	$247,405	1,034	—	Shares	Sole	2020-08-14
No filing history on record for this holder in this stock.