Position in BDX
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$4,760,236
+$202,453 QoQ
Shares Held
31,456
+8.5% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#359
of 1,430 holders
Holding Since
Dec 2021
19 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, 2026HB Wealth Management, LLC holds $21,499,086 across 13 Medical Instruments & Supplies names. BDX ranks #2 (22.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
23,518 | $9,352,638 | |
| 2 | BDX |
Becton Dickinson & Co
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|
31,456 | $4,760,236 | |
| 3 | WST |
West Pharmaceutical Services Inc
|
4,709 | $1,690,531 | |
| 4 | ALGN |
Align Technology Inc
|
7,896 | $1,331,739 | |
| 5 | RMD |
Resmed Inc
|
4,413 | $860,005 | |
| 6 | COO |
Cooper Companies, Inc.
|
9,895 | $709,570 | |
| 7 | MDLN |
Medline Inc.
|
17,248 | $680,261 | |
| 8 | BAX |
Baxter International Inc
|
28,408 | $605,658 |
All Filings in BDX
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,760,236 | 31,456 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $4,557,783 | 28,988 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $5,690,910 | 29,324 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $6,111,099 | 32,650 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $3,956,927 | 22,972 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $6,286,551 | 27,445 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $4,911,508 | 21,649 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $5,019,942 | 20,821 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $4,799,702 | 20,537 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $5,098,955 | 20,606 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $4,305,548 | 17,658 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $5,181,459 | 20,042 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $5,112,024 | 19,363 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $4,461,908 | 18,025 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $4,342,427 | 17,076 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $3,734,184 | 16,758 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $3,682,172 | 14,936 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $3,523,435 | 13,246 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,799,977 | 11,134 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||