Position in BDX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$347,149
+$60,363 QoQ
Shares Held
2,294
+25.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#913
of 1,430 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 30%
Shared 0%
None 70%
Common Shares in BDX Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026Modern Wealth Management, LLC holds $2,074,540 across 4 Medical Instruments & Supplies names. BDX ranks #3 (16.7% of the industry book) .
All Filings in BDX
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $347,149 | 2,294 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $286,786 | 1,824 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $391,050 | 2,015 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $285,992 | 1,528 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $229,091 | 1,330 | Shares | Other | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||