Position in BDX
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$65,071
-$12,168 QoQ
Shares Held
430
+8.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,180
of 1,409 holders
Holding Since
Dec 2020
21 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, 2026Concord Wealth Partners holds $426,876 across 7 Medical Instruments & Supplies names. BDX ranks #2 (15.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
823 | $327,290 | |
| 2 | BDX |
Becton Dickinson & Co
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|
430 | $65,071 | |
| 3 | SOLV |
Solventum Corp
|
134 | $10,338 | |
| 4 | MDLN |
Medline Inc.
|
250 | $9,860 | |
| 5 | BAX |
Baxter International Inc
|
344 | $7,334 | |
| 6 | LMAT |
Lemaitre Vascular Inc
|
61 | $5,853 | |
| 7 | BNGO |
Bionano Genomics, Inc.
|
1,000 | $1,130 |
All Filings in BDX
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $65,071 | 430 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $77,239 | 398 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $74,493 | 398 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $144,862 | 841 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $90,707 | 396 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $84,168 | 371 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $81,732 | 339 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $57,258 | 245 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $110,610 | 447 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $78,269 | 321 | Shares | Sole | 2024-04-30 | |
| 2023-09-30 | $145,810 | 564 | Shares | Sole | 2024-04-30 | |
| 2023-06-30 | $156,029 | 591 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $122,284 | 494 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $151,817 | 597 | Shares | Sole | 2023-01-30 | |
| 2022-06-30 | $187,609 | 761 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $202,159 | 760 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $191,124 | 760 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $103,981 | 423 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $123,297 | 507 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $69,784 | 287 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $500 | 2 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||