Position in BDX
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$82,928
-$41,126 QoQ
Shares Held
548
-30.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,181
of 1,428 holders
Holding Since
Mar 2021
22 quarters on record
Common Shares in BDX Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026Spire Wealth Management holds $5,198,859 across 17 Medical Instruments & Supplies names. BDX ranks #4 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
10,474 | $4,165,299 | |
| 2 | RMD |
Resmed Inc
|
2,475 | $482,327 | |
| 3 | LMAT |
Lemaitre Vascular Inc
|
3,700 | $355,052 | |
| 4 | BDX |
Becton Dickinson & Co
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|
548 | $82,928 | |
| 5 | ALGN |
Align Technology Inc
|
138 | $23,275 | |
| 6 | MMSI |
Merit Medical Systems Inc
|
262 | $18,167 | |
| 7 | ATRC |
AtriCure, Inc.
|
616 | $17,235 | |
| 8 | ALC |
Alcon Inc
|
241 | $16,171 |
All Filings in BDX
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $82,928 | 548 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $124,054 | 789 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $142,641 | 735 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $152,917 | 817 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $140,900 | 818 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $555,241 | 2,424 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $539,950 | 2,380 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $573,817 | 2,380 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $521,640 | 2,232 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $607,737 | 2,456 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $613,963 | 2,518 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $897,874 | 3,473 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $930,899 | 3,526 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $868,617 | 3,509 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $191,996 | 755 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $153,084 | 687 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $930,157 | 3,773 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,288,503 | 4,844 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $1,172,148 | 4,661 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $1,499,747 | 6,101 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $1,581,221 | 6,502 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $1,436,529 | 5,908 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||