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Independence Wealth Advisors (Ohio)’s Becton Dickinson BDX Stock Holding History

Independence Wealth Advisors (Ohio)’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 		$298K Buy
1,971
+508
+35% +$76K 0.15% 66
2026
Q1 		$230K Buy
+1,463
New +$269K 0.12% 82

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

Independence Wealth Advisors (Ohio)'s BDX Position: Q2 2026 in Review

Independence Wealth Advisors (Ohio) increased its Becton Dickinson (BDX) stake by 35% in Q2 2026, buying an estimated $76K and bringing the position to 1,971 shares worth $298K. The position accounts for 0.15% of the portfolio, ranked #66.

Independence Wealth Advisors (Ohio) first reported a position in BDX in Q1 2026 and has held it in 2 quarters since. 1,432 funds tracked by Wall St. Rank hold BDX as of Q2 2026.

  • Independence Wealth Advisors (Ohio) held 1,971 shares of Becton Dickinson worth $298K as of Q2 2026.
  • Independence Wealth Advisors (Ohio) bought 508 Becton Dickinson shares in Q2 2026, an estimated $76K.
  • Becton Dickinson made up 0.15% of Independence Wealth Advisors (Ohio)'s portfolio in Q2 2026, its #66 holding.
  • Independence Wealth Advisors (Ohio) first reported a position in Becton Dickinson in Q1 2026 and has held it in 2 quarters since.
  • 1,432 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2026.

Based on Independence Wealth Advisors (Ohio)'s 13F filing for Q2 2026, filed 14 Aug 2026.