Position in BDX
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$1,338,813
-$2,131 QoQ
Shares Held
8,515
-3.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in BDX Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Mar 31, 2026Clearstead Advisors, LLC holds $5,048,644 across 16 Medical Instruments & Supplies names. BDX ranks #2 (26.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
4,781 | $2,203,993 | |
| 2 | BDX |
Becton Dickinson & Co
This page
|
8,515 | $1,338,813 | |
| 3 | WST |
West Pharmaceutical Services Inc
|
2,833 | $710,063 | |
| 4 | ALGN |
Align Technology Inc
|
1,279 | $219,258 | |
| 5 | SOLV |
Solventum Corp
|
3,185 | $207,980 | |
| 6 | RGEN |
Repligen Corp
|
1,000 | $117,820 | |
| 7 | COO |
Cooper Companies, Inc.
|
1,325 | $94,737 | |
| 8 | ATR |
Aptargroup, Inc.
|
396 | $49,903 |
All Filings in BDX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,338,813 | 8,515 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,340,944 | 8,789 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,295,327 | 8,803 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,098,771 | 8,114 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $3,087,267 | 17,144 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,385,701 | 13,376 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $3,587,878 | 18,929 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,710,632 | 14,753 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,182,501 | 11,219 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,332,869 | 12,170 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $2,443,230 | 12,021 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,523,038 | 12,156 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $962,525 | 4,946 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $983,213 | 4,918 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $863,290 | 4,928 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $886,112 | 4,572 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $904,824 | 4,435 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $409,874 | 2,125 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $344,276 | 1,826 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $382,560 | 2,051 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $353,777 | 1,897 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $325,681 | 1,697 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $306,956 | 1,720 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $364,832 | 1,988 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $350,347 | 1,988 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||