Position in BDX
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$220,940
-$8,300 QoQ
Shares Held
1,460
+0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,076
of 1,435 holders
Holding Since
Mar 2020
18 quarters on record
Voting authority
Sole 2%
Shared 98%
None 0%
Common Shares in BDX Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026Venturi Wealth Management, LLC holds $2,188,994 across 4 Medical Instruments & Supplies names. BDX ranks #4 (10.1% of the industry book) .
All Filings in BDX
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $220,940 | 1,460 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $229,240 | 1,458 | Shares | Other | 2026-04-21 | |
| 2025-12-31 | $247,245 | 1,274 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $244,255 | 1,305 | Shares | Other | 2025-10-23 | |
| 2025-06-30 | $203,427 | 1,181 | Shares | Other | 2025-07-23 | |
| 2025-03-31 | $413,223 | 1,804 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $394,073 | 1,737 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $20,975 | 87 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $59,127 | 253 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $6,927 | 28 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $39,744 | 163 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $6,463 | 25 | Shares | Other | 2023-11-02 | |
| 2023-06-30 | $2,112 | 8 | Shares | Other | 2023-07-24 | |
| 2022-09-30 | $267,395 | 1,200 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $295,836 | 1,200 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $319,199 | 1,200 | Shares | Sole | 2022-05-13 | |
| 2020-06-30 | $602,960 | 2,520 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $329,719 | 1,435 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||