Position in BDX
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$348,105
-$20,048 QoQ
Shares Held
2,214
-8.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
14 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 Mar 31, 2026Ascentis Independent Advisors holds $2,349,809 across 15 Medical Instruments & Supplies names. BDX ranks #3 (14.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
2,925 | $1,348,388 | |
| 2 | MMSI |
Merit Medical Systems Inc
|
7,336 | $505,670 | |
| 3 | BDX |
Becton Dickinson & Co
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|
2,214 | $348,105 | |
| 4 | STAA |
Staar Surgical Co
|
4,115 | $76,950 | |
| 5 | RMD |
Resmed Inc
|
61 | $13,692 | |
| 6 | ALGN |
Align Technology Inc
|
55 | $9,428 | |
| 7 | BAX |
Baxter International Inc
|
513 | $8,618 | |
| 8 | WST |
West Pharmaceutical Services Inc
|
34 | $8,520 |
All Filings in BDX
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $348,105 | 2,214 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $368,153 | 2,413 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $373,604 | 2,539 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $261,489 | 1,931 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $299,650 | 1,664 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $289,294 | 1,622 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $34,110 | 180 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $303,896 | 1,654 | Shares | Sole | 2024-07-29 | |
| 2023-12-31 | $327,215 | 1,707 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $317,878 | 1,564 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $305,936 | 1,474 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $248,123 | 1,275 | Shares | Sole | 2023-06-01 | |
| 2022-03-31 | $187,085 | 917 | Shares | Sole | 2022-05-18 | |
| 2021-12-31 | $177,451 | 920 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||