Position in BDX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$20,732
-$1,279 QoQ
Shares Held
137
-2.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,251
of 1,409 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BDX Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026Medallion Wealth Advisors, LLC holds $942,274 across 11 Medical Instruments & Supplies names. BDX ranks #3 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
22,709 | $853,248 | |
| 2 | MMSI |
Merit Medical Systems Inc
|
633 | $43,892 | |
| 3 | BDX |
Becton Dickinson & Co
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|
137 | $20,732 | |
| 4 | SOLV |
Solventum Corp
|
218 | $16,818 | |
| 5 | BAX |
Baxter International Inc
|
201 | $4,285 | |
| 6 | WST |
West Pharmaceutical Services Inc
|
5 | $1,795 | |
| 7 | ALGN |
Align Technology Inc
|
6 | $1,011 | |
| 8 | COO |
Cooper Companies, Inc.
|
5 | $358 |
All Filings in BDX
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,732 | 137 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $22,011 | 140 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $27,168 | 140 | Shares | Sole | 2026-04-24 | |
| 2025-09-30 | $26,202 | 140 | Shares | Sole | 2026-04-24 | |
| 2025-06-30 | $24,113 | 140 | Shares | Sole | 2026-04-24 | |
| 2025-03-31 | $43,061 | 188 | Shares | Sole | 2026-04-24 | |
| 2024-12-31 | $42,649 | 188 | Shares | Sole | 2026-04-24 | |
| No filing history on record for this holder in this stock. | ||||||