Heritage Wealth Advisors

Position in BDX — Becton Dickinson & Co

CIK 1591122 RICHMOND, VA

Position in BDX

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,815

-$16,109 QoQ

Shares Held

-89.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,392

of 1,430 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Heritage Wealth Advisors holds $762,757 across 6 Medical Instruments & Supplies names. BDX ranks #5 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ISRG	Intuitive Surgical Inc	1,780	$707,870
2	SOLV	Solventum Corp	386	$29,779
3	WST	West Pharmaceutical Services Inc	41	$14,719
4	BAX	Baxter International Inc	320	$6,822
5	BDX	Becton Dickinson & Co This page	12	$1,815
6	ATR	Aptargroup, Inc.	14	$1,752

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,815	12	-89.5%	Shares	Sole	2026-08-14
2026-03-31	$17,924	114	-57.3%	Shares	Sole	2026-05-14
2025-12-31	$51,816	267	0.0%	Shares	Sole	2026-02-13
2025-09-30	$49,974	267	-15.8%	Shares	Sole	2025-11-13
2025-06-30	$54,603	317	0.0%	Shares	Sole	2025-08-11
2025-03-31	$72,612	317	-22.1%	Shares	Sole	2025-05-08
2024-12-31	$92,336	407	0.0%	Shares	Sole	2025-02-12
2024-09-30	$98,127	407	0.0%	Shares	Sole	2024-11-12
2024-06-30	$95,119	407	0.0%	Shares	Sole	2024-12-12
2024-03-31	$100,712	407	-49.6%	Shares	Sole	2024-12-12
2023-12-31	$196,770	807	0.0%	Shares	Sole	2024-12-12
2023-09-30	$208,633	807	0.0%	Shares	Sole	2024-12-12
2023-06-30	$213,056	807	0.0%	Shares	Sole	2024-12-12
2023-03-31	$199,764	807	0.0%	Shares	Sole	2023-05-04
2022-12-31	$205,220	807	0.0%	Shares	Sole	2024-12-12
2022-09-30	$179,823	807	0.0%	Shares	Sole	2024-12-12
2022-06-30	$198,949	807	+691.2%	Shares	Sole	2022-08-04
2022-03-31	$27,131	102	0.0%	Shares	Sole	2022-05-11
2021-12-31	$25,650	102	0.0%	Shares	Sole	2022-03-28
2021-09-30	$25,073	102	0.0%	Shares	Sole	2021-11-02
2021-06-30	$24,805	102	0.0%	Shares	Sole	2021-08-09
2021-03-31	$24,801	102	0.0%	Shares	Sole	2021-04-27
2020-12-31	$25,522	102	0.0%	Shares	Sole	2021-02-01
2020-09-30	$23,733	102	0.0%	Shares	Sole	2020-11-03
2020-06-30	$24,405	102	0.0%	Shares	Sole	2020-07-17
2020-03-31	$23,436	102	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.