Position in BDX
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$959,269
+$249,704 QoQ
Shares Held
6,339
+40.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#642
of 1,435 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BDX Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026AE Wealth Management LLC holds $30,710,061 across 8 Medical Instruments & Supplies names. BDX ranks #4 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATR |
Aptargroup, Inc.
|
165,893 | $20,769,773 | |
| 2 | ISRG |
Intuitive Surgical Inc
|
16,101 | $6,403,013 | |
| 3 | BAX |
Baxter International Inc
|
54,271 | $1,157,037 | |
| 4 | BDX |
Becton Dickinson & Co
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|
6,339 | $959,269 | |
| 5 | ALGN |
Align Technology Inc
|
2,713 | $457,557 | |
| 6 | WST |
West Pharmaceutical Services Inc
|
1,251 | $449,109 | |
| 7 | SOLV |
Solventum Corp
|
5,635 | $434,734 | |
| 8 | EMBC |
Embecta Corp.
|
24,410 | $79,569 |
All Filings in BDX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $959,269 | 6,339 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $709,565 | 4,513 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $568,418 | 2,929 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $596,875 | 3,189 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $320,725 | 1,862 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $467,278 | 2,040 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $517,257 | 2,280 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $472,553 | 1,960 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $580,066 | 2,482 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $450,851 | 1,822 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $5,497,632 | 22,547 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $8,330,613 | 32,223 | Shares | Other | 2023-10-11 | |
| 2023-06-30 | $5,861,812 | 22,203 | Shares | Other | 2023-07-10 | |
| 2023-03-31 | $4,768,362 | 19,263 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $4,497,804 | 17,687 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $2,634,295 | 11,822 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $2,960,332 | 12,008 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $3,123,371 | 11,742 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $3,034,859 | 12,068 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $2,744,580 | 11,165 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $2,486,374 | 10,224 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $2,208,774 | 9,084 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $2,070,820 | 8,276 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $1,727,416 | 7,424 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $1,579,181 | 6,600 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $1,311,756 | 5,709 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||