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BSW Wealth Partners’s Becton Dickinson BDX Stock Holding History

BSW Wealth Partners’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 		$284K Sell
1,874
-204
-10% -$30.5K 0.03% 263
2026
Q1 		$327K Buy
2,078
+742
+56% +$136K 0.04% 232
2025
Q4 		$259K Sell
1,336
-483
-27% -$91.9K 0.03% 269
2025
Q3 		$340K Buy
+1,819
New +$338K 0.04% 232
2025
Q1 		– Sell
-1,232
Closed -$279K – 310
2024
Q4 		$279K Sell
1,232
-578
-32% -$133K 0.04% 240
2024
Q3 		$436K Buy
1,810
+398
+28% +$93.3K 0.07% 176
2024
Q2 		$330K Buy
1,412
+86
+6% +$20.3K 0.05% 193
2024
Q1 		$328K Buy
1,326
+397
+43% +$95K 0.06% 206
2023
Q4 		$227K Sell
929
-283
-23% -$69.8K 0.04% 245
2023
Q3 		$313K Buy
1,212
+290
+31% +$78.3K 0.07% 168
2023
Q2 		$243K Sell
922
-10
-1% -$2.54K 0.05% 218
2023
Q1 		$231K Sell
932
-1,891
-67% -$463K 0.05% 271
2022
Q4 		$718K Buy
2,823
+838
+42% +$198K 0.15% 92
2022
Q3 		$442K Buy
1,985
+196
+11% +$48.8K 0.11% 130
2022
Q2 		$441K Buy
1,789
+470
+36% +$119K 0.11% 135
2022
Q1 		$342K Sell
1,319
-486
-27% -$125K 0.09% 182
2021
Q4 		$443K Buy
1,805
+116
+7% +$27.8K 0.11% 135
2021
Q3 		$405K Buy
1,689
+159
+10% +$39K 0.11% 126
2021
Q2 		$363K Sell
1,530
-124
-7% -$29.7K 0.1% 144
2021
Q1 		$392K Buy
+1,654
New +$404K 0.11% 108
2020
Q3 		– Sell
-1,182
Closed -$275K – 157
2020
Q2 		$275K Buy
+1,182
New +$285K 0.09% 113
2020
Q1 		– Sell
-1,220
Closed -$324K – 116
2019
Q4 		$324K Buy
+1,220
New +$304K 0.11% 91
2018
Q4 		– Sell
-1,266
Closed -$322K – 102
2018
Q3 		$322K Buy
+1,266
New +$312K 0.12% 74

Other funds holding BDX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BSW Wealth Partners's BDX Position: Q2 2026 in Review

BSW Wealth Partners reduced its Becton Dickinson (BDX) stake by 9.8% in Q2 2026, selling an estimated $30.5K and leaving 1,874 shares worth $284K. The position accounts for 0.03% of the portfolio, ranked #263.

BSW Wealth Partners first reported a position in BDX in Q3 2018 and has held it in 23 quarters since. The position peaked at $718K in Q4 2022. 1,432 funds tracked by Wall St. Rank hold BDX as of Q2 2026.

  • BSW Wealth Partners held 1,874 shares of Becton Dickinson worth $284K as of Q2 2026.
  • BSW Wealth Partners sold 204 Becton Dickinson shares in Q2 2026, an estimated $30.5K.
  • Becton Dickinson made up 0.03% of BSW Wealth Partners's portfolio in Q2 2026, its #263 holding.
  • BSW Wealth Partners first reported a position in Becton Dickinson in Q3 2018 and has held it in 23 quarters since.
  • BSW Wealth Partners's Becton Dickinson position peaked at $718K in Q4 2022.
  • 1,432 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.