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EverSource Wealth Advisors’s Becton Dickinson BDX Stock Holding History

EverSource Wealth Advisors’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 		$413K Sell
2,729
-1,463
-35% -$219K 0.01% 637
2026
Q1 		$659K Buy
4,192
+58
+1% +$10.6K 0.02% 497
2025
Q4 		$802K Buy
4,134
+323
+8% +$61.5K 0.03% 391
2025
Q3 		$713K Buy
3,811
+296
+8% +$55K 0.03% 396
2025
Q2 		$605K Buy
3,515
+2,563
+269% +$470K 0.03% 395
2025
Q1 		$218K Sell
952
-310
-25% -$71.9K 0.01% 633
2024
Q4 		$286K Buy
1,262
+491
+64% +$113K 0.02% 521
2024
Q3 		$186K Sell
771
-1
-0.1% -$234 0.01% 583
2024
Q2 		$186K Sell
772
-11
-1% -$2.59K 0.01% 583
2024
Q1 		$184K Buy
783
+4
+0.5% +$958 0.01% 517
2023
Q4 		$190K Sell
779
-3,669
-82% -$904K 0.02% 440
2023
Q3 		$1.15M Buy
4,448
+19
+0.4% +$5.13K 0.12% 145
2023
Q2 		$1.17M Buy
4,429
+4,139
+1,427% +$1.05M 0.13% 145
2023
Q1 		$72K Sell
290
-29
-9% -$7.09K 0.01% 659
2022
Q4 		$81.2K Sell
319
-91
-22% -$21.5K 0.01% 575
2022
Q3 		$92K Buy
410
+156
+61% +$38.8K 0.02% 448
2022
Q2 		$63K Sell
254
-6
-2% -$1.52K 0.02% 537
2022
Q1 		$68K Buy
260
+107
+70% +$27.6K 0.02% 412
2021
Q4 		$38K Buy
+153
New +$36.7K 0.01% 475

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

EverSource Wealth Advisors's BDX Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Becton Dickinson (BDX) stake by 35% in Q2 2026, selling an estimated $219K and leaving 2,729 shares worth $413K. The position accounts for 0.01% of the portfolio, ranked #637.

EverSource Wealth Advisors first reported a position in BDX in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.17M in Q2 2023. 1,432 funds tracked by Wall St. Rank hold BDX as of Q2 2026.

  • EverSource Wealth Advisors held 2,729 shares of Becton Dickinson worth $413K as of Q2 2026.
  • EverSource Wealth Advisors sold 1,463 Becton Dickinson shares in Q2 2026, an estimated $219K.
  • Becton Dickinson made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #637 holding.
  • EverSource Wealth Advisors first reported a position in Becton Dickinson in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Becton Dickinson position peaked at $1.17M in Q2 2023.
  • 1,432 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.