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Circle Wealth Management’s Becton Dickinson BDX Stock Holding History

Circle Wealth Management’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 		$748K Hold
4,942
– – 0.01% 177
2026
Q1 		$777K Sell
4,942
-10
-0.2% -$1.84K 0.01% 166
2025
Q4 		$961K Buy
4,952
+50
+1% +$9.52K 0.01% 136
2025
Q3 		$918K Buy
4,902
+1,579
+48% +$293K 0.02% 126
2025
Q2 		$572K Sell
3,323
-29
-0.9% -$5.32K 0.01% 160
2025
Q1 		$768K Sell
3,352
-8
-0.2% -$1.86K 0.02% 132
2024
Q4 		$762K Buy
3,360
+12
+0.4% +$2.77K 0.02% 135
2024
Q3 		$807K Sell
3,348
-372
-10% -$87.2K 0.02% 136
2024
Q2 		$869K Sell
3,720
-236
-6% -$55.6K 0.02% 108
2024
Q1 		$979K Buy
3,956
+298
+8% +$71.3K 0.02% 98
2023
Q4 		$892K Buy
3,658
+339
+10% +$83.6K 0.02% 93
2023
Q3 		$858K Buy
3,319
+15
+0.5% +$4.05K 0.02% 93
2023
Q2 		$872K Buy
3,304
+300
+10% +$76.2K 0.12% 62
2023
Q1 		$744K Buy
3,004
+1
+0% +$245 0.11% 69
2022
Q4 		$764K Buy
3,003
+28
+0.9% +$6.61K 0.12% 62
2022
Q3 		$663K Sell
2,975
-36
-1% -$8.96K 0.11% 69
2022
Q2 		$742K Sell
3,011
-76
-2% -$19.3K 0.12% 67
2022
Q1 		$801K Buy
3,087
+359
+13% +$92.4K 0.11% 86
2021
Q4 		$669K Sell
2,728
-1
-0% -$240 0.09% 99
2021
Q3 		$654K Buy
2,729
+8
+0.3% +$1.96K 0.09% 99
2021
Q2 		$646K Buy
2,721
+430
+19% +$103K 0.09% 107
2021
Q1 		$544K Buy
2,291
+307
+15% +$75K 0.09% 103
2020
Q4 		$484K Buy
1,984
+394
+25% +$91.9K 0.07% 150
2020
Q3 		$361K Buy
1,590
+530
+50% +$130K 0.06% 140
2020
Q2 		$247K Buy
+1,060
New +$255K 0.04% 170

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

Circle Wealth Management's BDX Position: Q2 2026 in Review

Circle Wealth Management held its Becton Dickinson (BDX) position steady in Q2 2026 at 4,942 shares worth $748K. The position accounts for 0.01% of the portfolio, ranked #177.

Circle Wealth Management first reported a position in BDX in Q2 2020 and has held it in 25 quarters since. The position peaked at $979K in Q1 2024. 1,432 funds tracked by Wall St. Rank hold BDX as of Q2 2026.

  • Circle Wealth Management held 4,942 shares of Becton Dickinson worth $748K as of Q2 2026.
  • Circle Wealth Management left its Becton Dickinson share count unchanged in Q2 2026.
  • Becton Dickinson made up 0.01% of Circle Wealth Management's portfolio in Q2 2026, its #177 holding.
  • Circle Wealth Management first reported a position in Becton Dickinson in Q2 2020 and has held it in 25 quarters since.
  • Circle Wealth Management's Becton Dickinson position peaked at $979K in Q1 2024.
  • 1,432 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2026.

Based on Circle Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.