Position in BDX
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$393,609
-$945,204 QoQ
Shares Held
2,601
-69.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#869
of 1,436 holders
Holding Since
Mar 2020
26 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, 2026Clearstead Advisors, LLC holds $6,655,864 across 32 Medical Instruments & Supplies names. BDX ranks #5 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
8,397 | $3,339,318 | |
| 2 | WST |
West Pharmaceutical Services Inc
|
2,857 | $1,025,663 | |
| 3 | BAX |
Baxter International Inc
|
25,308 | $539,566 | |
| 4 | SOLV |
Solventum Corp
|
6,904 | $532,643 | |
| 5 | BDX |
Becton Dickinson & Co
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|
2,601 | $393,609 | |
| 6 | RMD |
Resmed Inc
|
943 | $183,771 | |
| 7 | COO |
Cooper Companies, Inc.
|
2,513 | $180,207 | |
| 8 | RGEN |
Repligen Corp
|
1,006 | $137,258 |
All Filings in BDX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $393,609 | 2,601 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,338,813 | 8,515 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,705,681 | 8,789 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,647,657 | 8,803 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,397,636 | 8,114 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $3,927,004 | 17,144 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $3,034,612 | 13,376 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $4,563,781 | 18,929 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $3,447,924 | 14,753 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,776,142 | 11,219 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,967,410 | 12,170 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $3,141,140 | 12,150 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $3,209,305 | 12,156 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,224,332 | 4,946 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1,250,647 | 4,918 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,098,106 | 4,928 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,127,135 | 4,572 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,179,709 | 4,435 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $534,394 | 2,125 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $448,867 | 1,826 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $498,782 | 2,051 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $461,255 | 1,897 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $424,623 | 1,697 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $400,209 | 1,720 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $475,668 | 1,988 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $456,782 | 1,988 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||