Position in BDX
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$2,412,065
-$308,881 QoQ
Shares Held
15,341
-14.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in BDX Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Mar 31, 2026Concurrent Investment Advisors, LLC holds $13,456,568 across 6 Medical Instruments & Supplies names. BDX ranks #2 (17.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
19,596 | $9,033,559 | |
| 2 | BDX |
Becton Dickinson & Co
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|
15,341 | $2,412,065 | |
| 3 | RMD |
Resmed Inc
|
5,002 | $1,122,848 | |
| 4 | WST |
West Pharmaceutical Services Inc
|
1,576 | $395,008 | |
| 5 | ATR |
Aptargroup, Inc.
|
1,957 | $246,621 | |
| 6 | ANGO |
Angiodynamics Inc
|
21,677 | $246,467 |
All Filings in BDX
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,412,065 | 15,341 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $2,720,946 | 17,834 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $2,006,779 | 13,638 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $1,860,896 | 13,742 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $2,057,037 | 11,423 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,917,336 | 10,750 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $1,765,033 | 9,312 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $1,685,762 | 9,175 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,534,890 | 7,890 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,538,505 | 8,026 | Shares | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||