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Arete Wealth Advisors’s Becton Dickinson BDX Stock Holding History

Arete Wealth Advisors’s Portfolio BDX Stock Details BDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-4,857
Closed -$943K – 360
2025
Q4 		$943K Buy
4,857
+405
+9% +$77.1K 0.06% 295
2025
Q3 		$833K Buy
4,452
+249
+6% +$46.3K 0.05% 318
2025
Q2 		$724K Buy
4,203
+627
+18% +$115K 0.05% 314
2025
Q1 		$819K Buy
3,576
+203
+6% +$47.1K 0.06% 274
2024
Q4 		$763K Buy
3,373
+174
+5% +$40.2K 0.06% 307
2024
Q3 		$767K Buy
+3,199
New +$750K 0.07% 273
2023
Q1 		– Sell
-1,129
Closed -$287M – 662
2022
Q4 		$287M Sell
1,129
-243
-18% -$57.4K 0.03% 465
2022
Q3 		$306K Sell
1,372
-920
-40% -$229K 0.03% 399
2022
Q2 		$567K Buy
2,292
+695
+44% +$176K 0.06% 219
2022
Q1 		$414K Buy
1,597
+1
+0.1% +$257 0.03% 321
2021
Q4 		$392K Buy
1,596
+246
+18% +$58.9K 0.03% 334
2021
Q3 		$324K Buy
+1,350
New +$331K 0.04% 315
2021
Q2 		– Sell
-1,738
Closed -$412K – 381
2021
Q1 		$412K Sell
1,738
-25
-1% -$6.11K 0.05% 269
2020
Q4 		$430K Sell
1,763
-255
-13% -$59.5K 0.06% 256
2020
Q3 		$459K Hold
2,018
– – 0.07% 221
2020
Q2 		$471K Buy
2,018
+1,003
+99% +$242K 0.08% 227
2020
Q1 		$226K Sell
1,015
-136
-12% -$33.6K 0.04% 286
2019
Q4 		$306K Buy
1,151
+4
+0.3% +$997 0.05% 289
2019
Q3 		$283K Buy
1,147
+93
+9% +$23K 0.05% 301
2019
Q2 		$260K Buy
+1,054
New +$245K 0.05% 321
2018
Q1 		– Sell
-1,202
Closed -$251K – 322
2017
Q4 		$251K Buy
1,202
+71
+6% +$14.9K 0.08% 261
2017
Q3 		$216K Sell
1,131
-26
-2% -$5.04K 0.09% 238
2017
Q2 		$220K Buy
+1,157
New +$211K 0.1% 213

Other funds holding BDX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Arete Wealth Advisors's BDX Position: Q1 2026 in Review

Arete Wealth Advisors sold out of Becton Dickinson (BDX) in Q1 2026, closing a stake of 4,857 shares — an estimated $943K sold.

Arete Wealth Advisors first reported a position in BDX in Q2 2017 and held it in 23 quarters. The position peaked at $287M in Q4 2022. 1,464 funds tracked by Wall St. Rank hold BDX as of Q1 2026.

  • Arete Wealth Advisors reported no remaining Becton Dickinson position as of Q1 2026 after selling out during the quarter.
  • Arete Wealth Advisors sold 4,857 Becton Dickinson shares in Q1 2026, an estimated $943K.
  • Arete Wealth Advisors first reported a position in Becton Dickinson in Q2 2017 and held it in 23 quarters.
  • Arete Wealth Advisors's Becton Dickinson position peaked at $287M in Q4 2022.
  • 1,464 funds tracked by Wall St. Rank held Becton Dickinson as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.