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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
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 $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

Caerus Investment Advisors's BDX Position: Q1 2026 in Review

Caerus Investment Advisors reduced its Becton Dickinson (BDX) stake by 8.4% in Q1 2026, selling an estimated $43.1K and leaving 2,565 shares worth $403K. The position accounts for 0.17% of the portfolio, ranked #124.

Caerus Investment Advisors first reported a position in BDX in Q3 2025 and has held it in 3 quarters since. The position peaked at $543K in Q4 2025. 1,465 funds tracked by Wall St. Rank hold BDX as of Q1 2026.

  • Caerus Investment Advisors held 2,565 shares of Becton Dickinson worth $403K as of Q1 2026.
  • Caerus Investment Advisors sold 235 Becton Dickinson shares in Q1 2026, an estimated $43.1K.
  • Becton Dickinson made up 0.17% of Caerus Investment Advisors's portfolio in Q1 2026, its #124 holding.
  • Caerus Investment Advisors first reported a position in Becton Dickinson in Q3 2025 and has held it in 3 quarters since.
  • Caerus Investment Advisors's Becton Dickinson position peaked at $543K in Q4 2025.
  • 1,465 funds tracked by Wall St. Rank held Becton Dickinson as of Q1 2026.

Based on Caerus Investment Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.