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Cooper Financial Group’s Becton Dickinson BDX Stock Holding History

Cooper Financial Group’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
Q3 		$257K Sell
1,437
-43
-3% -$7.47K 0.02% 380
2026
Q2 		$224K Buy
+1,480
New +$221K 0.02% 413
2026
Q1 		– Sell
-4,087
Closed -$793K – 430
2025
Q4 		$793K Sell
4,087
-412
-9% -$78.4K 0.08% 175
2025
Q3 		$842K Buy
4,499
+137
+3% +$25.5K 0.09% 169
2025
Q2 		$751K Sell
4,362
-519
-11% -$95.1K 0.09% 182
2025
Q1 		$1.12M Buy
4,881
+565
+13% +$131K 0.15% 128
2024
Q4 		$979K Sell
4,316
-217
-5% -$50.1K 0.12% 146
2024
Q3 		$1.09M Buy
4,533
+204
+5% +$47.8K 0.14% 133
2024
Q2 		$1.01M Buy
4,329
+1,008
+30% +$237K 0.15% 123
2024
Q1 		$822K Buy
3,321
+567
+21% +$136K 0.14% 146
2023
Q4 		$672K Buy
2,754
+115
+4% +$28.3K 0.12% 161
2023
Q3 		$682K Buy
2,639
+12
+0.5% +$3.24K 0.16% 142
2023
Q2 		$693K Buy
2,627
+224
+9% +$56.9K 0.17% 142
2023
Q1 		$595K Buy
2,403
+1,068
+80% +$261K 0.16% 146
2022
Q4 		$340K Buy
1,335
+339
+34% +$80K 0.1% 196
2022
Q3 		$222K Buy
+996
New +$248K 0.08% 235
2021
Q1 		– Sell
-827
Closed -$202K – 251
2020
Q4 		$202K Buy
+827
New +$193K 0.04% 280

Other funds holding BDX

CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
DIM
DLK Investment Management Solana Beach, California $275M AUM 10.69% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return

Cooper Financial Group's BDX Position: Q3 2026 in Review

Cooper Financial Group reduced its Becton Dickinson (BDX) stake by 2.9% in Q3 2026, selling an estimated $7.47K and leaving 1,437 shares worth $257K. The position accounts for 0.02% of the portfolio, ranked #380.

Cooper Financial Group first reported a position in BDX in Q4 2020 and has held it in 17 quarters since. The position peaked at $1.12M in Q1 2025. 64 funds tracked by Wall St. Rank hold BDX as of Q3 2026.

  • Cooper Financial Group held 1,437 shares of Becton Dickinson worth $257K as of Q3 2026.
  • Cooper Financial Group sold 43 Becton Dickinson shares in Q3 2026, an estimated $7.47K.
  • Becton Dickinson made up 0.02% of Cooper Financial Group's portfolio in Q3 2026, its #380 holding.
  • Cooper Financial Group first reported a position in Becton Dickinson in Q4 2020 and has held it in 17 quarters since.
  • Cooper Financial Group's Becton Dickinson position peaked at $1.12M in Q1 2025.
  • 64 funds tracked by Wall St. Rank held Becton Dickinson as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.