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Gladstone Institutional Advisory’s Becton Dickinson BDX Stock Holding History

Gladstone Institutional Advisory’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 		– Sell
-1,033
Closed -$201K – 837
2025
Q4 		$201K Sell
1,033
-84
-8% -$16K 0.01% 763
2025
Q3 		$209K Buy
+1,117
New +$208K 0.01% 749
2024
Q1 		– Sell
-1,529
Closed -$373K – 646
2023
Q4 		$373K Buy
1,529
+80
+6% +$19.7K 0.02% 479
2023
Q3 		$375K Buy
1,449
+103
+8% +$27.8K 0.02% 442
2023
Q2 		$355K Buy
1,346
+14
+1% +$3.56K 0.02% 473
2023
Q1 		$330K Buy
1,332
+31
+2% +$7.58K 0.02% 496
2022
Q4 		$331K Sell
1,301
-16
-1% -$3.78K 0.02% 480
2022
Q3 		$294K Buy
1,317
+135
+11% +$33.6K 0.02% 498
2022
Q2 		$291K Buy
1,182
+111
+10% +$28.2K 0.02% 513
2022
Q1 		$278K Buy
1,071
+52
+5% +$13.4K 0.02% 574
2021
Q4 		$250K Sell
1,019
-125
-11% -$29.9K 0.02% 516
2021
Q3 		$274K Buy
1,144
+131
+13% +$32.1K 0.03% 450
2021
Q2 		$240K Buy
+1,013
New +$243K 0.03% 448
2020
Q2 		– Sell
-939
Closed -$211K – 247
2020
Q1 		$211K Buy
+939
New +$232K 0.05% 242

Other funds holding BDX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Gladstone Institutional Advisory's BDX Position: Q1 2026 in Review

Gladstone Institutional Advisory sold out of Becton Dickinson (BDX) in Q1 2026, closing a stake of 1,033 shares — an estimated $201K sold.

Gladstone Institutional Advisory first reported a position in BDX in Q1 2020 and held it in 14 quarters. The position peaked at $375K in Q3 2023. 1,465 funds tracked by Wall St. Rank hold BDX as of Q1 2026.

  • Gladstone Institutional Advisory reported no remaining Becton Dickinson position as of Q1 2026 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 1,033 Becton Dickinson shares in Q1 2026, an estimated $201K.
  • Gladstone Institutional Advisory first reported a position in Becton Dickinson in Q1 2020 and held it in 14 quarters.
  • Gladstone Institutional Advisory's Becton Dickinson position peaked at $375K in Q3 2023.
  • 1,465 funds tracked by Wall St. Rank held Becton Dickinson as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.