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Clearstead Trust’s Becton Dickinson BDX Stock Holding History

Clearstead Trust’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
-332
Closed -$52.2K – 976
2026
Q1 		$52.2K Hold
332
– – 0.01% 308
2025
Q4 		$64.4K Hold
332
– – 0.01% 298
2025
Q3 		$62.1K Hold
332
– – 0.01% 292
2025
Q2 		$57.2K Hold
332
– – 0.01% 299
2025
Q1 		$76K Hold
332
– – 0.02% 233
2024
Q4 		$75.3K Hold
332
– – 0.02% 228
2024
Q3 		$80K Sell
332
-202
-38% -$47.3K 0.02% 207
2024
Q2 		$125K Buy
534
+73
+16% +$17.2K 0.03% 163
2024
Q1 		$114K Sell
461
-1,879
-80% -$450K 0.03% 174
2023
Q4 		$571K Buy
2,340
+2,211
+1,714% +$545K 0.16% 86
2023
Q3 		$33.4K Buy
129
+40
+45% +$10.8K 0.01% 250
2023
Q2 		$23.5K Hold
89
– – 0.01% 256
2023
Q1 		$22K Hold
89
– – 0.01% 259
2022
Q4 		$23K Hold
89
– – 0.01% 271
2022
Q3 		$20K Buy
+89
New +$22.1K 0.01% 258
2020
Q4 		– Sell
-9,169
Closed -$2.08M – 182
2020
Q3 		$2.08M Buy
9,169
+540
+6% +$133K 1.65% 22
2020
Q2 		$2.01M Sell
8,629
-1,906
-18% -$459K 1.7% 20
2020
Q1 		$2.36M Sell
10,535
-274
-3% -$67.7K 2.14% 20
2019
Q4 		$2.87M Sell
10,809
-15
-0.1% -$3.74K 2.1% 17
2019
Q3 		$2.67M Buy
10,824
+28
+0.3% +$6.91K 2.08% 18
2019
Q2 		$2.65M Buy
10,796
+343
+3% +$79.7K 2.12% 17
2019
Q1 		$2.55M Buy
10,453
+1,336
+15% +$316K 2.13% 16
2018
Q4 		$2M Buy
9,117
+9,082
+25,949% +$2.11M 1.86% 16
2018
Q3 		$9K Buy
+35
New +$8.62K 0.01% 174

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

Clearstead Trust's BDX Position: Q2 2026 in Review

Clearstead Trust sold out of Becton Dickinson (BDX) in Q2 2026, closing a stake of 332 shares — an estimated $52.2K sold.

Clearstead Trust first reported a position in BDX in Q3 2018 and held it in 24 quarters. The position peaked at $2.87M in Q4 2019. 1,432 funds tracked by Wall St. Rank hold BDX as of Q2 2026.

  • Clearstead Trust reported no remaining Becton Dickinson position as of Q2 2026 after selling out during the quarter.
  • Clearstead Trust sold 332 Becton Dickinson shares in Q2 2026, an estimated $52.2K.
  • Clearstead Trust first reported a position in Becton Dickinson in Q3 2018 and held it in 24 quarters.
  • Clearstead Trust's Becton Dickinson position peaked at $2.87M in Q4 2019.
  • 1,432 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2026.

Based on Clearstead Trust's 13F filing for Q2 2026, filed 6 Aug 2026.