Position in BDX
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$221,093
-$49,971 QoQ
Shares Held
1,461
-15.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,072
of 1,430 holders
Holding Since
Mar 2022
18 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, 2026PDS Planning, Inc holds $1,014,464 across 2 Medical Instruments & Supplies names. BDX ranks #2 (21.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
1,995 | $793,371 | |
| 2 | BDX |
Becton Dickinson & Co
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|
1,461 | $221,093 |
All Filings in BDX
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $221,093 | 1,461 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $271,064 | 1,724 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $325,649 | 1,678 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $303,215 | 1,620 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $224,614 | 1,304 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $376,803 | 1,645 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $369,344 | 1,628 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $415,897 | 1,725 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $433,298 | 1,854 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $374,391 | 1,513 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $371,840 | 1,525 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $428,125 | 1,656 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $437,200 | 1,656 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $379,478 | 1,533 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $284,307 | 1,118 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $253,580 | 1,138 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $291,398 | 1,182 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $254,029 | 955 | Shares | Sole | 2022-04-18 | |
| No filing history on record for this holder in this stock. | ||||||