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Confluence Wealth Services’s Becton Dickinson BDX Stock Holding History

Confluence Wealth Services’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 		$758K Buy
5,010
+765
+18% +$114K 0.02% 275
2026
Q1 		$667K Buy
4,245
+1,568
+59% +$288K 0.03% 239
2025
Q4 		$520K Sell
2,677
-702
-21% -$134K 0.02% 252
2025
Q3 		$632K Sell
3,379
-90
-3% -$16.7K 0.03% 221
2025
Q2 		$598K Buy
3,469
+399
+13% +$73.1K 0.03% 226
2025
Q1 		$621K Sell
3,070
-36
-1% -$8.35K 0.04% 202
2024
Q4 		$747K Sell
3,106
-224
-7% -$51.7K 0.05% 183
2024
Q3 		$803K Sell
3,330
-123
-4% -$28.8K 0.06% 173
2024
Q2 		$807K Buy
3,453
+402
+13% +$94.7K 0.06% 179
2024
Q1 		$755K Buy
3,051
+295
+11% +$70.6K 0.07% 165
2023
Q4 		$672K Buy
2,756
+40
+1% +$9.86K 0.07% 154
2023
Q3 		$702K Sell
2,716
-51
-2% -$13.8K 0.14% 118
2023
Q2 		$731K Sell
2,767
-69
-2% -$17.5K 0.15% 117
2023
Q1 		$702K Buy
2,836
+39
+1% +$9.54K 0.16% 113
2022
Q4 		$711K Buy
2,797
+13
+0.5% +$3.07K 0.18% 109
2022
Q3 		$620K Sell
2,784
-71
-2% -$17.7K 0.26% 107
2022
Q2 		$740K Buy
2,855
+26
+0.9% +$6.6K 0.33% 102
2022
Q1 		$734K Sell
2,829
-601
-18% -$155K 0.27% 105
2021
Q4 		$841K Buy
+3,430
New +$822K 0.27% 93

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

Confluence Wealth Services's BDX Position: Q2 2026 in Review

Confluence Wealth Services increased its Becton Dickinson (BDX) stake by 18% in Q2 2026, buying an estimated $114K and bringing the position to 5,010 shares worth $758K. The position accounts for 0.02% of the portfolio, ranked #275.

Confluence Wealth Services first reported a position in BDX in Q4 2021 and has held it in 19 quarters since. The position peaked at $841K in Q4 2021. 1,432 funds tracked by Wall St. Rank hold BDX as of Q2 2026.

  • Confluence Wealth Services held 5,010 shares of Becton Dickinson worth $758K as of Q2 2026.
  • Confluence Wealth Services bought 765 Becton Dickinson shares in Q2 2026, an estimated $114K.
  • Becton Dickinson made up 0.02% of Confluence Wealth Services's portfolio in Q2 2026, its #275 holding.
  • Confluence Wealth Services first reported a position in Becton Dickinson in Q4 2021 and has held it in 19 quarters since.
  • Confluence Wealth Services's Becton Dickinson position peaked at $841K in Q4 2021.
  • 1,432 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.