Position in BDX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,402,794
-$337,060 QoQ
Shares Held
29,094
-3.5% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#371
of 1,430 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 54%
Shared 1%
None 45%
Common Shares in BDX Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026Pathstone Holdings, LLC holds $58,916,398 across 21 Medical Instruments & Supplies names. BDX ranks #3 (7.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
56,403 | $22,430,344 | |
| 2 | WST |
West Pharmaceutical Services Inc
|
24,202 | $8,688,518 | |
| 3 | BDX |
Becton Dickinson & Co
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|
29,094 | $4,402,794 | |
| 4 | RGEN |
Repligen Corp
|
22,296 | $3,042,065 | |
| 5 | RMD |
Resmed Inc
|
14,797 | $2,883,638 | |
| 6 | NVST |
Envista Holdings Corp
|
96,377 | $2,539,533 | |
| 7 | MMSI |
Merit Medical Systems Inc
|
34,253 | $2,375,102 | |
| 8 | COO |
Cooper Companies, Inc.
|
25,270 | $1,812,110 |
All Filings in BDX
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,402,794 | 29,094 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $4,739,854 | 30,146 | Shares | Other | 2026-05-11 | |
| 2025-12-31 | $5,633,659 | 29,029 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $6,255,967 | 33,424 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $4,650,922 | 27,001 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $6,422,154 | 28,037 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $6,269,778 | 27,636 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $7,683,131 | 31,867 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $7,549,299 | 32,302 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $8,512,528 | 34,401 | Shares | Other | 2024-05-13 | |
| 2023-12-31 | $7,446,321 | 30,539 | Shares | Defined | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||