Position in BDX
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$833,071
-$68,014 QoQ
Shares Held
5,505
-3.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#667
of 1,430 holders
Holding Since
Dec 2020
23 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, 2026BAKER TILLY WEALTH MANAGEMENT, LLC holds $1,361,190 across 2 Medical Instruments & Supplies names. BDX ranks #1 (61.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BDX |
Becton Dickinson & Co
This page
|
5,505 | $833,071 | |
| 2 | ISRG |
Intuitive Surgical Inc
|
1,328 | $528,119 |
All Filings in BDX
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $833,071 | 5,505 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $901,085 | 5,731 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $1,108,528 | 5,712 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $1,100,933 | 5,882 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $1,188,180 | 6,898 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $1,259,600 | 5,499 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $992,783 | 4,376 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $1,111,229 | 4,609 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,190,518 | 5,094 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $3,028,293 | 12,238 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $2,886,946 | 11,840 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $3,202,670 | 12,388 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $5,519,392 | 20,906 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $4,994,366 | 20,176 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $4,932,911 | 19,398 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $3,655,971 | 16,407 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $4,000,442 | 16,227 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $3,957,015 | 14,876 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $3,531,784 | 14,044 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $2,532,929 | 10,304 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $1,659,528 | 6,824 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $1,308,876 | 5,383 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $837,736 | 3,348 | Shares | Sole | 2021-02-03 | |
| No filing history on record for this holder in this stock. | ||||||