Position in BDX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$256,050
-$549 QoQ
Shares Held
1,692
+3.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,010
of 1,430 holders
Holding Since
Mar 2020
18 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, 2026ELEVATION POINT WEALTH PARTNERS, LLC holds $5,554,649 across 8 Medical Instruments & Supplies names. BDX ranks #6 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
6,761 | $2,688,714 | |
| 2 | COO |
Cooper Companies, Inc.
|
12,839 | $920,684 | |
| 3 | SOLV |
Solventum Corp
|
7,421 | $572,530 | |
| 4 | MMSI |
Merit Medical Systems Inc
|
5,425 | $376,169 | |
| 5 | ALGN |
Align Technology Inc
|
1,541 | $259,905 | |
| 6 | BDX |
Becton Dickinson & Co
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|
1,692 | $256,050 | |
| 7 | WST |
West Pharmaceutical Services Inc
|
675 | $242,325 | |
| 8 | ALC |
Alcon Inc
|
3,551 | $238,272 |
All Filings in BDX
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $256,050 | 1,692 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $256,599 | 1,632 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,423,892 | 7,337 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,456,556 | 7,782 | Shares | Sole | 2025-11-14 | |
| 2023-12-31 | $533,256 | 2,187 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $555,064 | 2,147 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $599,566 | 2,271 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $561,420 | 2,268 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $591,247 | 2,325 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $532,340 | 2,389 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $721,346 | 2,926 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $811,565 | 3,051 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $754,691 | 3,001 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $201,818 | 821 | Shares | Sole | 2021-11-02 | |
| 2020-12-31 | $1,476,798 | 5,902 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,434,472 | 6,165 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,532,045 | 6,403 | Shares | Sole | 2020-07-09 | |
| 2020-03-31 | $1,551,866 | 6,754 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||