Position in BDX
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$4,237
-$19,051 QoQ
Shares Held
28
-81.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,367
of 1,430 holders
Holding Since
Mar 2022
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BDX Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026GoalVest Advisory LLC holds $49,174 across 2 Medical Instruments & Supplies names. BDX ranks #2 (8.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
113 | $44,937 | |
| 2 | BDX |
Becton Dickinson & Co
This page
|
28 | $4,237 |
All Filings in BDX
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,237 | 28 | Shares | Sole | 2026-07-09 | |
| 2025-12-31 | $23,288 | 120 | Shares | Sole | 2026-01-05 | |
| 2025-03-31 | $687 | 3 | Shares | Sole | 2025-04-07 | |
| 2024-06-30 | $0 | 0 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $0 | 0 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $35,111 | 144 | Shares | Sole | 2024-01-02 | |
| 2023-09-30 | $29,472 | 114 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $18,216 | 69 | Shares | Sole | 2023-07-17 | |
| 2022-03-31 | $2,127 | 8 | Shares | Sole | 2022-05-03 | |
| No filing history on record for this holder in this stock. | ||||||