Clearstead Advisors’s Becton Dickinson BDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $394K | Sell |
2,601
-5,914
| -69% | -$884K | ﹤0.01% | 835 |
|
|
2026
Q1 | $1.34M | Sell |
8,515
-274
| -3% | -$50.3K | 0.01% | 445 |
|
|
2025
Q4 | $1.71M | Sell |
8,789
-14
| -0.2% | -$2.66K | 0.02% | 359 |
|
|
2025
Q3 | $1.65M | Buy |
8,803
+689
| +8% | +$128K | 0.02% | 356 |
|
|
2025
Q2 | $1.4M | Sell |
8,114
-9,030
| -53% | -$1.66M | 0.02% | 378 |
|
|
2025
Q1 | $3.93M | Buy |
17,144
+3,768
| +28% | +$874K | 0.06% | 208 |
|
|
2024
Q4 | $3.03M | Sell |
13,376
-5,553
| -29% | -$1.28M | 0.05% | 237 |
|
|
2024
Q3 | $4.56M | Buy |
18,929
+4,176
| +28% | +$979K | 0.07% | 196 |
|
|
2024
Q2 | $3.45M | Buy |
14,753
+3,534
| +32% | +$833K | 0.06% | 209 |
|
|
2024
Q1 | $2.66M | Sell |
11,219
-951
| -8% | -$228K | 0.13% | 127 |
|
|
2023
Q4 | $2.97M | Buy |
12,170
+149
| +1% | +$36.7K | 0.16% | 114 |
|
|
2023
Q3 | $3.11M | Sell |
12,021
-135
| -1% | -$36.5K | 0.19% | 98 |
|
|
2023
Q2 | $3.21M | Buy |
12,156
+7,210
| +146% | +$1.83M | 0.19% | 99 |
|
|
2023
Q1 | $1.22M | Buy |
4,946
+28
| +0.6% | +$6.85K | 0.09% | 162 |
|
|
2022
Q4 | $1.25M | Sell |
4,918
-10
| -0.2% | -$2.36K | 0.1% | 158 |
|
|
2022
Q3 | $1.1M | Buy |
4,928
+356
| +8% | +$88.6K | 0.1% | 151 |
|
|
2022
Q2 | $1.13M | Buy |
4,572
+26
| +0.6% | +$6.6K | 0.09% | 163 |
|
|
2022
Q1 | $1.18M | Buy |
4,546
+2,368
| +109% | +$610K | 0.08% | 166 |
|
|
2021
Q4 | $535K | Buy |
2,178
+306
| +16% | +$73.3K | 0.04% | 249 |
|
|
2021
Q3 | $449K | Sell |
1,872
-230
| -11% | -$56.4K | 0.03% | 257 |
|
|
2021
Q2 | $499K | Buy |
2,102
+158
| +8% | +$37.9K | 0.04% | 229 |
|
|
2021
Q1 | $461K | Buy |
1,944
+205
| +12% | +$50.1K | 0.04% | 226 |
|
|
2020
Q4 | $425K | Sell |
1,739
-24
| -1% | -$5.6K | 0.04% | 220 |
|
|
2020
Q3 | $400K | Sell |
1,763
-275
| -13% | -$67.6K | 0.04% | 207 |
|
|
2020
Q2 | $476K | Hold |
2,038
| – | – | 0.06% | 181 |
|
|
2020
Q1 | $457K | Sell |
2,038
-411
| -17% | -$101K | 0.07% | 163 |
|
|
2019
Q4 | $650K | Buy |
2,449
+785
| +47% | +$196K | 0.08% | 152 |
|
|
2019
Q3 | $411K | Hold |
1,664
| – | – | 0.06% | 183 |
|
|
2019
Q2 | $409K | Hold |
1,664
| – | – | 0.05% | 189 |
|
|
2019
Q1 | $405K | Hold |
1,664
| – | – | 0.06% | 186 |
|
|
2018
Q4 | $366K | Sell |
1,664
-38
| -2% | -$8.82K | 0.06% | 185 |
|
|
2018
Q3 | $433K | Hold |
1,702
| – | – | 0.06% | 167 |
|
|
2018
Q2 | $398K | Buy |
1,702
+67
| +4% | +$14.9K | 0.06% | 162 |
|
|
2018
Q1 | $346K | Sell |
1,635
-29
| -2% | -$6.35K | 0.05% | 171 |
|
|
2017
Q4 | $347K | Sell |
1,664
-360
| -18% | -$75.4K | 0.05% | 168 |
|
|
2017
Q3 | $387K | Buy |
2,024
+177
| +10% | +$34.3K | 0.05% | 174 |
|
|
2017
Q2 | $352K | Buy |
1,847
+548
| +42% | +$100K | 0.05% | 171 |
|
|
2017
Q1 | $232K | Sell |
1,299
-379
| -23% | -$66.1K | 0.03% | 202 |
|
|
2016
Q4 | $271K | Buy |
+1,678
| New | +$279K | 0.04% | 177 |
|
Other funds holding BDX
Clearstead Advisors's BDX Position: Q2 2026 in Review
Clearstead Advisors reduced its Becton Dickinson (BDX) stake by 69% in Q2 2026, selling an estimated $884K and leaving 2,601 shares worth $394K. The position accounts for ﹤0.01% of the portfolio, ranked #835.
Clearstead Advisors first reported a position in BDX in Q4 2016 and has held it in 39 quarters since. The position peaked at $4.56M in Q3 2024. 1,436 funds tracked by Wall St. Rank hold BDX as of Q2 2026.
- Clearstead Advisors held 2,601 shares of Becton Dickinson worth $394K as of Q2 2026.
- Clearstead Advisors sold 5,914 Becton Dickinson shares in Q2 2026, an estimated $884K.
- Becton Dickinson made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #835 holding.
- Clearstead Advisors first reported a position in Becton Dickinson in Q4 2016 and has held it in 39 quarters since.
- Clearstead Advisors's Becton Dickinson position peaked at $4.56M in Q3 2024.
- 1,436 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2026.
Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.