Position in BDX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$727,291
-$777,871 QoQ
Shares Held
4,806
-49.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#689
of 1,428 holders
Holding Since
Jun 2020
25 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, 2026Integrated Wealth Concepts LLC holds $13,084,532 across 38 Medical Instruments & Supplies names. BDX ranks #4 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
15,388 | $6,119,499 | |
| 2 | XRAY |
DENTSPLY SIRONA Inc.
|
126,199 | $1,338,971 | |
| 3 | SOLV |
Solventum Corp
|
10,800 | $833,220 | |
| 4 | BDX |
Becton Dickinson & Co
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|
4,806 | $727,291 | |
| 5 | RMD |
Resmed Inc
|
3,175 | $618,744 | |
| 6 | COO |
Cooper Companies, Inc.
|
7,316 | $524,630 | |
| 7 | ALGN |
Align Technology Inc
|
2,688 | $453,358 | |
| 8 | ALC |
Alcon Inc
|
4,917 | $329,930 |
All Filings in BDX
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $727,291 | 4,806 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,505,162 | 9,573 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $832,754 | 4,291 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $1,654,208 | 8,838 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $1,364,048 | 7,919 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $1,219,286 | 5,323 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $1,128,224 | 4,973 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $1,140,402 | 4,730 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $630,783 | 2,699 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $700,531 | 2,831 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $896,075 | 3,675 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $991,462 | 3,835 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $1,021,190 | 3,868 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $913,917 | 3,692 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $812,234 | 3,194 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $731,996 | 3,285 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $816,260 | 3,311 | Shares | Other | 2022-08-08 | |
| 2022-03-31 | $890,567 | 3,348 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $839,188 | 3,337 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $809,976 | 3,295 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $600,436 | 2,469 | Shares | Other | 2021-08-13 | |
| 2021-03-31 | $584,532 | 2,404 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $236,207 | 944 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $221,278 | 951 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $212,711 | 889 | Shares | Other | 2020-07-30 | |
| No filing history on record for this holder in this stock. | ||||||