Position in BDX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$380,140
-$627,861 QoQ
Shares Held
2,512
-60.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#882
of 1,430 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in BDX Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026EVOLVE PRIVATE WEALTH, LLC holds $7,292,494 across 12 Medical Instruments & Supplies names. BDX ranks #5 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVST |
Envista Holdings Corp
|
136,015 | $3,583,995 | |
| 2 | ALGN |
Align Technology Inc
|
3,902 | $658,111 | |
| 3 | COO |
Cooper Companies, Inc.
|
9,035 | $647,899 | |
| 4 | RGEN |
Repligen Corp
|
3,801 | $518,608 | |
| 5 | BDX |
Becton Dickinson & Co
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|
2,512 | $380,140 | |
| 6 | SOLV |
Solventum Corp
|
3,735 | $288,155 | |
| 7 | ISRG |
Intuitive Surgical Inc
|
656 | $260,878 | |
| 8 | WST |
West Pharmaceutical Services Inc
|
689 | $247,351 |
All Filings in BDX
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $380,140 | 2,512 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $1,008,001 | 6,411 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,069,326 | 5,510 | Shares | Defined | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||