Position in BDX
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$342,308
+$33,194 QoQ
Shares Held
2,262
+15.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#916
of 1,430 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 17%
Shared 0%
None 83%
Common Shares in BDX Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026PERSONAL CFO SOLUTIONS, LLC holds $2,248,918 across 6 Medical Instruments & Supplies names. BDX ranks #3 (15.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
1,857 | $738,491 | |
| 2 | LMAT |
Lemaitre Vascular Inc
|
3,821 | $366,663 | |
| 3 | BDX |
Becton Dickinson & Co
This page
|
2,262 | $342,308 | |
| 4 | BAX |
Baxter International Inc
|
14,795 | $315,429 | |
| 5 | ALC |
Alcon Inc
|
3,673 | $246,458 | |
| 6 | MMSI |
Merit Medical Systems Inc
|
3,455 | $239,569 |
All Filings in BDX
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $342,308 | 2,262 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $309,114 | 1,966 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $460,140 | 2,371 | Shares | Defined | 2026-01-22 | |
| 2025-09-30 | $487,390 | 2,604 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $353,973 | 2,055 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $582,041 | 2,541 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $461,453 | 2,034 | Shares | Defined | 2025-02-07 | |
| 2024-09-30 | $499,800 | 2,073 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $472,561 | 2,022 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $499,849 | 2,020 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $469,860 | 1,927 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $488,363 | 1,889 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $473,369 | 1,793 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $409,926 | 1,656 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $368,989 | 1,451 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $282,994 | 1,270 | Shares | Defined | 2022-11-01 | |
| 2022-06-30 | $305,943 | 1,241 | Shares | Defined | 2022-08-05 | |
| 2022-03-31 | $282,225 | 1,061 | Shares | Defined | 2022-05-02 | |
| 2021-12-31 | $213,757 | 850 | Shares | Defined | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||