Position in BDX
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$235,318
-$110,745 QoQ
Shares Held
1,555
-29.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,051
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, 2026WEALTH ALLIANCE, LLC holds $2,375,925 across 6 Medical Instruments & Supplies names. BDX ranks #6 (9.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
2,249 | $894,382 | |
| 2 | RGEN |
Repligen Corp
|
2,543 | $346,966 | |
| 3 | WST |
West Pharmaceutical Services Inc
|
952 | $341,768 | |
| 4 | COO |
Cooper Companies, Inc.
|
4,251 | $304,839 | |
| 5 | ALGN |
Align Technology Inc
|
1,498 | $252,652 | |
| 6 | BDX |
Becton Dickinson & Co
This page
|
1,555 | $235,318 |
All Filings in BDX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $235,318 | 1,555 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $346,063 | 2,201 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $417,444 | 2,151 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $326,050 | 1,742 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $338,815 | 1,967 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $396,044 | 1,729 | Shares | Defined | 2025-05-05 | |
| 2024-12-31 | $336,448 | 1,483 | Shares | Defined | 2025-02-03 | |
| 2024-09-30 | $311,018 | 1,290 | Shares | Defined | 2024-11-04 | |
| 2024-06-30 | $267,130 | 1,143 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $281,845 | 1,139 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $307,469 | 1,261 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $317,474 | 1,228 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $343,740 | 1,302 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $324,029 | 1,309 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $316,349 | 1,244 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $256,476 | 1,151 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $302,738 | 1,228 | Shares | Defined | 2022-10-11 | |
| 2022-03-31 | $282,491 | 1,062 | Shares | Defined | 2022-05-10 | |
| 2021-12-31 | $251,982 | 1,002 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $246,065 | 1,001 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $308,121 | 1,267 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $377,125 | 1,551 | Shares | Defined | 2021-05-18 | |
| 2020-12-31 | $448,394 | 1,792 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $436,275 | 1,875 | Shares | Defined | 2020-12-01 | |
| 2020-06-30 | $534,289 | 2,233 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $797,301 | 3,470 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||