CIA
BDX icon

Caerus Investment Advisors’s Becton Dickinson BDX Stock Holding History

Caerus Investment 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
Q2 		– Sell
-2,565
Closed -$403K – 348
2026
Q1 		$403K Sell
2,565
-235
-8% -$43.1K 0.17% 124
2025
Q4 		$543K Buy
2,800
+841
+43% +$160K 0.18% 130
2025
Q3 		$367K Buy
+1,959
New +$364K 0.15% 161

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

Caerus Investment Advisors's BDX Position: Q2 2026 in Review

Caerus Investment Advisors sold out of Becton Dickinson (BDX) in Q2 2026, closing a stake of 2,565 shares — an estimated $403K sold.

Caerus Investment Advisors first reported a position in BDX in Q3 2025 and held it in 3 quarters. The position peaked at $543K in Q4 2025. 1,439 funds tracked by Wall St. Rank hold BDX as of Q2 2026.

  • Caerus Investment Advisors reported no remaining Becton Dickinson position as of Q2 2026 after selling out during the quarter.
  • Caerus Investment Advisors sold 2,565 Becton Dickinson shares in Q2 2026, an estimated $403K.
  • Caerus Investment Advisors first reported a position in Becton Dickinson in Q3 2025 and held it in 3 quarters.
  • Caerus Investment Advisors's Becton Dickinson position peaked at $543K in Q4 2025.
  • 1,439 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2026.

Based on Caerus Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.