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 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

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

JHP

James Hambro & Partners London, United Kingdom $2.76B AUM 19.67% 1-Year Est. Return

Elevation Wealth Partners's BDX Position: Q2 2026 in Review

Elevation Wealth Partners reduced its Becton Dickinson (BDX) stake by 52% in Q2 2026, selling an estimated $5.98K and leaving 37 shares worth $5.57K. The position accounts for ﹤0.01% of the portfolio, ranked #990.

Elevation Wealth Partners first reported a position in BDX in Q1 2023 and has held it in 14 quarters since. The position peaked at $15.3K in Q4 2025. 571 funds tracked by Wall St. Rank hold BDX as of Q2 2026.

Elevation Wealth Partners held 37 shares of Becton Dickinson worth $5.57K as of Q2 2026.
Elevation Wealth Partners sold 40 Becton Dickinson shares in Q2 2026, an estimated $5.98K.
Becton Dickinson made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #990 holding.
Elevation Wealth Partners first reported a position in Becton Dickinson in Q1 2023 and has held it in 14 quarters since.
Elevation Wealth Partners's Becton Dickinson position peaked at $15.3K in Q4 2025.
571 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.