Elevation Wealth Partners’s Becton Dickinson BDX Stock Holding History

Elevation Wealth Partners’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	$6.6K	Hold	37	–	–	﹤0.01%	1033
2026 Q2	$5.57K	Sell	37 -40	-52%	-$5.98K	﹤0.01%	990
2026 Q1	$12.1K	Sell	77 -2	-3%	-$367	﹤0.01%	471
2025 Q4	$15.3K	Buy	79 +53	+204%	+$10.1K	0.01%	422
2025 Q3	$4.78K	Buy	26 +13	+100%	+$2.42K	﹤0.01%	490
2025 Q2	$2.32K	Hold	13	–	–	﹤0.01%	429
2025 Q1	$3.06K	Hold	13	–	–	﹤0.01%	425
2024 Q4	$3.02K	Hold	13	–	–	﹤0.01%	430
2024 Q3	$3.2K	Hold	13	–	–	﹤0.01%	410
2024 Q2	$3.09K	Hold	13	–	–	﹤0.01%	420
2024 Q1	$3.24K	Hold	13	–	–	﹤0.01%	405
2023 Q4	$3.36K	Hold	13	–	–	﹤0.01%	385
2023 Q3	$3.36K	Hold	13	–	–	﹤0.01%	287
2023 Q2	$3.43K	Hold	13	–	–	﹤0.01%	292
2023 Q1	$3.22K	Buy	+13	New	+$3.18K	﹤0.01%	295

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

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

Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return

Elevation Wealth Partners's BDX Position: Q3 2026 in Review

Elevation Wealth Partners held its Becton Dickinson (BDX) position steady in Q3 2026 at 37 shares worth $6.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1033.

Elevation Wealth Partners first reported a position in BDX in Q1 2023 and has held it in 15 quarters since. The position peaked at $15.3K in Q4 2025. 67 funds tracked by Wall St. Rank hold BDX as of Q3 2026.

Elevation Wealth Partners held 37 shares of Becton Dickinson worth $6.6K as of Q3 2026.
Elevation Wealth Partners left its Becton Dickinson share count unchanged in Q3 2026.
Becton Dickinson made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #1033 holding.
Elevation Wealth Partners first reported a position in Becton Dickinson in Q1 2023 and has held it in 15 quarters since.
Elevation Wealth Partners's Becton Dickinson position peaked at $15.3K in Q4 2025.
67 funds tracked by Wall St. Rank held Becton Dickinson as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.