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Avidian Wealth Enterprises’s Becton Dickinson BDX Stock Holding History

Avidian Wealth Enterprises’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
Q3 		$942K Buy
5,262
+603
+13% +$105K 0.03% 343
2026
Q2 		$705K Buy
4,659
+109
+2% +$16.3K 0.02% 400
2026
Q1 		$715K Buy
4,550
+3,493
+330% +$641K 0.02% 359
2025
Q4 		$205K Buy
+1,057
New +$201K 0.01% 554
2025
Q2 		– Sell
-1,068
Closed -$245K – 556
2025
Q1 		$245K Sell
1,068
-295
-22% -$68.4K 0.01% 461
2024
Q4 		$309K Buy
1,363
+92
+7% +$21.2K 0.01% 391
2024
Q3 		$306K Buy
1,271
+244
+24% +$57.2K 0.01% 395
2024
Q2 		$240K Buy
1,027
+113
+12% +$26.6K 0.01% 440
2024
Q1 		$226K Sell
914
-213
-19% -$51K 0.01% 398
2023
Q4 		$275K Sell
1,127
-7
-0.6% -$1.73K 0.02% 356
2023
Q3 		$293K Sell
1,134
-2,508
-69% -$677K 0.02% 328
2023
Q2 		$962K Sell
3,642
-879
-19% -$223K 0.06% 184
2023
Q1 		$1.12M Sell
4,521
-410
-8% -$100K 0.06% 185
2022
Q4 		$1.25M Sell
4,931
-62
-1% -$14.6K 0.08% 148
2022
Q3 		$1.11M Buy
4,993
+499
+11% +$124K 0.08% 137
2022
Q2 		$1.11M Buy
4,494
+1,304
+41% +$331K 0.08% 152
2022
Q1 		$828K Buy
3,190
+749
+31% +$193K 0.05% 221
2021
Q4 		$599K Buy
2,441
+55
+2% +$13.2K 0.04% 268
2021
Q3 		$572K Buy
2,386
+626
+36% +$154K 0.04% 198
2021
Q2 		$418K Buy
1,760
+681
+63% +$163K 0.03% 257
2021
Q1 		$256K Buy
1,079
+215
+25% +$52.5K 0.02% 308
2020
Q4 		$211K Sell
864
-145
-14% -$33.8K 0.02% 292
2020
Q3 		$229K Sell
1,009
-404
-29% -$99.3K 0.03% 249
2020
Q2 		$330K Buy
+1,413
New +$341K 0.04% 178
2018
Q1 		– Sell
-2,154
Closed -$450K – 101
2017
Q4 		$450K Buy
+2,154
New +$451K 0.12% 56
2017
Q3 		– Sell
-2,670
Closed -$508K – 93
2017
Q2 		$508K Buy
2,670
+209
+8% +$38.2K 0.21% 38
2017
Q1 		$440K Buy
+2,461
New +$429K 0.17% 41

Other funds holding BDX

CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
DIM
DLK Investment Management Solana Beach, California $275M AUM 10.69% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return

Avidian Wealth Enterprises's BDX Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its Becton Dickinson (BDX) stake by 13% in Q3 2026, buying an estimated $105K and bringing the position to 5,262 shares worth $942K. The position accounts for 0.03% of the portfolio, ranked #343.

Avidian Wealth Enterprises first reported a position in BDX in Q1 2017 and has held it in 27 quarters since. The position peaked at $1.25M in Q4 2022. 65 funds tracked by Wall St. Rank hold BDX as of Q3 2026.

  • Avidian Wealth Enterprises held 5,262 shares of Becton Dickinson worth $942K as of Q3 2026.
  • Avidian Wealth Enterprises bought 603 Becton Dickinson shares in Q3 2026, an estimated $105K.
  • Becton Dickinson made up 0.03% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #343 holding.
  • Avidian Wealth Enterprises first reported a position in Becton Dickinson in Q1 2017 and has held it in 27 quarters since.
  • Avidian Wealth Enterprises's Becton Dickinson position peaked at $1.25M in Q4 2022.
  • 65 funds tracked by Wall St. Rank held Becton Dickinson as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.