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Exencial Wealth Advisors’s Becton Dickinson BDX Stock Holding History

Exencial 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
Q1 		$6.51M Buy
41,376
+2,181
+6% +$400K 0.2% 118
2025
Q4 		$7.61M Sell
39,195
-28,117
-42% -$5.35M 0.24% 111
2025
Q3 		$12.6M Sell
67,312
-1,565
-2% -$291K 0.41% 72
2025
Q2 		$11.9M Sell
68,877
-2,046
-3% -$375K 0.42% 76
2025
Q1 		$16.2M Sell
70,923
-417
-0.6% -$96.7K 0.6% 46
2024
Q4 		$16.2M Sell
71,340
-3,500
-5% -$808K 0.59% 48
2024
Q3 		$18M Sell
74,840
-1,219
-2% -$286K 0.65% 45
2024
Q2 		$17.8M Sell
76,059
-2,471
-3% -$582K 0.67% 43
2024
Q1 		$19.4M Buy
78,530
+21,506
+38% +$5.15M 0.73% 38
2023
Q4 		$13.9M Buy
57,024
+1,975
+4% +$487K 0.57% 56
2023
Q3 		$14.2M Buy
55,049
+192
+0.4% +$51.9K 0.69% 47
2023
Q2 		$14.5M Buy
54,857
+1,735
+3% +$441K 0.67% 52
2023
Q1 		$13.1M Buy
53,122
+305
+0.6% +$74.6K 0.68% 48
2022
Q4 		$13.4M Buy
52,817
+14,117
+36% +$3.33M 0.72% 44
2022
Q3 		$8.62M Buy
38,700
+1,626
+4% +$405K 0.52% 58
2022
Q2 		$9.14M Buy
37,074
+2,059
+6% +$523K 0.52% 59
2022
Q1 		$9.09M Buy
35,015
+1,080
+3% +$278K 0.46% 69
2021
Q4 		$8.33M Buy
33,935
+1,495
+5% +$358K 0.4% 85
2021
Q3 		$7.78M Buy
32,440
+1,287
+4% +$316K 0.34% 80
2021
Q2 		$7.39M Buy
31,153
+704
+2% +$169K 0.4% 86
2021
Q1 		$7.22M Buy
30,449
+1,857
+6% +$454K 0.43% 80
2020
Q4 		$6.98M Sell
28,592
-27,613
-49% -$6.44M 0.48% 74
2020
Q3 		$12.8M Buy
56,205
+29,515
+111% +$7.25M 0.68% 43
2020
Q2 		$6.23M Buy
26,690
+25,665
+2,504% +$6.19M 0.54% 54
2020
Q1 		$230K Sell
1,025
-163
-14% -$40.2K 0.04% 216
2019
Q4 		$315K Sell
1,188
-15
-1% -$3.74K 0.05% 206
2019
Q3 		$297K Buy
1,203
+287
+31% +$70.8K 0.06% 199
2019
Q2 		$225K Hold
916
– – 0.05% 211
2019
Q1 		$223K Sell
916
-4
-0.4% -$946 0.05% 206
2018
Q4 		$202K Buy
+920
New +$214K 0.05% 200

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T 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
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Exencial Wealth Advisors's BDX Position: Q1 2026 in Review

Exencial Wealth Advisors increased its Becton Dickinson (BDX) stake by 5.6% in Q1 2026, buying an estimated $400K and bringing the position to 41,376 shares worth $6.51M. The position accounts for 0.2% of the portfolio, ranked #118.

Exencial Wealth Advisors first reported a position in BDX in Q4 2018 and has held it in 30 quarters since. The position peaked at $19.4M in Q1 2024. 1,472 funds tracked by Wall St. Rank hold BDX as of Q1 2026.

  • Exencial Wealth Advisors held 41,376 shares of Becton Dickinson worth $6.51M as of Q1 2026.
  • Exencial Wealth Advisors bought 2,181 Becton Dickinson shares in Q1 2026, an estimated $400K.
  • Becton Dickinson made up 0.2% of Exencial Wealth Advisors's portfolio in Q1 2026, its #118 holding.
  • Exencial Wealth Advisors first reported a position in Becton Dickinson in Q4 2018 and has held it in 30 quarters since.
  • Exencial Wealth Advisors's Becton Dickinson position peaked at $19.4M in Q1 2024.
  • 1,472 funds tracked by Wall St. Rank held Becton Dickinson as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.