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Avantra Family Wealth’s Becton Dickinson BDX Stock Holding History

Avantra Family Wealth’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
Q2 		– Sell
-6,071
Closed -$955K – 169
2026
Q1 		$955K Buy
6,071
+1,572
+35% +$289K 0.71% 41
2025
Q4 		$873K Sell
4,499
-142
-3% -$27K 0.63% 48
2025
Q3 		$869K Buy
+4,641
New +$862K 0.65% 46

Other funds holding BDX

GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Avantra Family Wealth's BDX Position: Q2 2026 in Review

Avantra Family Wealth sold out of Becton Dickinson (BDX) in Q2 2026, closing a stake of 6,071 shares — an estimated $955K sold.

Avantra Family Wealth first reported a position in BDX in Q3 2025 and held it in 3 quarters. The position peaked at $955K in Q1 2026. 611 funds tracked by Wall St. Rank hold BDX as of Q2 2026.

  • Avantra Family Wealth reported no remaining Becton Dickinson position as of Q2 2026 after selling out during the quarter.
  • Avantra Family Wealth sold 6,071 Becton Dickinson shares in Q2 2026, an estimated $955K.
  • Avantra Family Wealth first reported a position in Becton Dickinson in Q3 2025 and held it in 3 quarters.
  • Avantra Family Wealth's Becton Dickinson position peaked at $955K in Q1 2026.
  • 611 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2026.

Based on Avantra Family Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.