Position in BDX
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$659,100
+$28,378 QoQ
Shares Held
4,192
+1.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in BDX Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Mar 31, 2026EverSource Wealth Advisors, LLC holds $3,961,747 across 39 Medical Instruments & Supplies names. BDX ranks #2 (16.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
2,080 | $958,851 | |
| 2 | BDX |
Becton Dickinson & Co
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|
4,192 | $659,100 | |
| 3 | COO |
Cooper Companies, Inc.
|
5,297 | $378,733 | |
| 4 | ALGN |
Align Technology Inc
|
1,752 | $300,337 | |
| 5 | RMD |
Resmed Inc
|
1,154 | $259,043 | |
| 6 | ALC |
Alcon Inc
|
2,852 | $214,894 | |
| 7 | ATR |
Aptargroup, Inc.
|
1,491 | $187,891 | |
| 8 | WST |
West Pharmaceutical Services Inc
|
630 | $157,896 |
All Filings in BDX
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $659,100 | 4,192 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $630,722 | 4,134 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $560,771 | 3,811 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $475,987 | 3,515 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $171,432 | 952 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $225,082 | 1,262 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $146,136 | 771 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $141,839 | 772 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $152,318 | 783 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $149,323 | 779 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $904,040 | 4,448 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $919,260 | 4,429 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $56,434 | 290 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $63,773 | 319 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $71,822 | 410 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $49,226 | 254 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $51,820 | 254 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $28,737 | 149 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||