True Wealth Design, LLC

Position in BDX — Becton Dickinson & Co

CIK 1966033 AKRON, OH

Position in BDX

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$54,024

-$26,949 QoQ

Shares Held

357

-30.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#1,215

of 1,437 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

True Wealth Design, LLC holds $511,421 across 25 Medical Instruments & Supplies names. BDX ranks #3 (10.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COO	Cooper Companies, Inc.	990	$70,992
2	ALGN	Align Technology Inc	400	$67,464
3	BDX	Becton Dickinson & Co This page	357	$54,024
4	ATR	Aptargroup, Inc.	397	$49,704
5	RMD	Resmed Inc	240	$46,771
6	WST	West Pharmaceutical Services Inc	126	$45,234
7	XRAY	DENTSPLY SIRONA Inc.	4,103	$43,532
8	NVST	Envista Holdings Corp	1,524	$40,157

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$54,024	357	-30.7%	Shares	Sole	2026-07-16
2026-03-31	$80,973	515	-1.2%	Shares	Sole	2026-04-13
2025-12-31	$101,110	521	+27.1%	Shares	Sole	2026-01-08
2025-09-30	$76,739	410	+65.3%	Shares	Sole	2025-10-21
2025-06-30	$42,718	248	+166.7%	Shares	Sole	2025-08-06
2025-03-31	$21,302	93	-60.3%	Shares	Sole	2025-05-13
2024-12-31	$53,087	234	+9.3%	Shares	Sole	2025-02-14
2024-09-30	$51,595	214	+174.4%	Shares	Sole	2024-11-14
2024-06-30	$18,229	78	+4.0%	Shares	Sole	2024-08-14
2024-03-31	$18,558	75	+2400.0%	Shares	Sole	2024-05-14
2023-12-31	$731	3	0.0%	Shares	Sole	2024-02-14
2023-09-30	$775	3	0.0%	Shares	Sole	2023-11-13
2023-06-30	$792	3	0.0%	Shares	Sole	2023-08-14
2023-03-31	$742	3	-95.6%	Shares	Sole	2023-05-12
2022-12-31	$17,292	68	—	Shares	Sole	2023-02-15
No filing history on record for this holder in this stock.