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Integrated Wealth Concepts’s Becton Dickinson BDX Stock Holding History

Integrated Wealth Concepts’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 		$699K Sell
4,616
-4,957
-52% -$741K ﹤0.01% 1449
2026
Q1 		$1.51M Buy
9,573
+5,282
+123% +$970K 0.01% 892
2025
Q4 		$833K Sell
4,291
-4,547
-51% -$865K 0.01% 854
2025
Q3 		$1.65M Buy
8,838
+919
+12% +$171K 0.01% 749
2025
Q2 		$1.36M Buy
7,919
+2,596
+49% +$476K 0.01% 770
2025
Q1 		$1.22M Buy
5,323
+350
+7% +$81.2K 0.01% 746
2024
Q4 		$1.13M Buy
4,973
+243
+5% +$56.1K 0.01% 761
2024
Q3 		$1.14M Buy
4,730
+2,031
+75% +$476K 0.01% 743
2024
Q2 		$631K Sell
2,699
-132
-5% -$31.1K 0.01% 953
2024
Q1 		$700K Sell
2,831
-844
-23% -$202K 0.01% 909
2023
Q4 		$896K Sell
3,675
-160
-4% -$39.4K 0.01% 766
2023
Q3 		$991K Sell
3,835
-33
-0.9% -$8.91K 0.02% 697
2023
Q2 		$1.02M Buy
3,868
+176
+5% +$44.7K 0.02% 672
2023
Q1 		$914K Buy
3,692
+498
+16% +$122K 0.02% 648
2022
Q4 		$812K Sell
3,194
-91
-3% -$21.5K 0.02% 517
2022
Q3 		$732K Sell
3,285
-26
-0.8% -$6.47K 0.02% 487
2022
Q2 		$816K Sell
3,311
-121
-4% -$30.7K 0.03% 465
2022
Q1 		$891K Buy
3,432
+12
+0.4% +$3.09K 0.03% 423
2021
Q4 		$839K Buy
3,420
+43
+1% +$10.3K 0.02% 477
2021
Q3 		$810K Buy
3,377
+846
+33% +$207K 0.03% 454
2021
Q2 		$600K Buy
2,531
+67
+3% +$16.1K 0.02% 491
2021
Q1 		$585K Buy
2,464
+1,496
+155% +$366K 0.02% 440
2020
Q4 		$236K Sell
968
-7
-0.7% -$1.63K 0.01% 559
2020
Q3 		$221K Buy
975
+64
+7% +$15.7K 0.01% 523
2020
Q2 		$213K Buy
+911
New +$220K 0.02% 473

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

Integrated Wealth Concepts's BDX Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its Becton Dickinson (BDX) stake by 52% in Q2 2026, selling an estimated $741K and leaving 4,616 shares worth $699K. The position accounts for ﹤0.01% of the portfolio, ranked #1449.

Integrated Wealth Concepts first reported a position in BDX in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.65M in Q3 2025. 1,443 funds tracked by Wall St. Rank hold BDX as of Q2 2026.

  • Integrated Wealth Concepts held 4,616 shares of Becton Dickinson worth $699K as of Q2 2026.
  • Integrated Wealth Concepts sold 4,957 Becton Dickinson shares in Q2 2026, an estimated $741K.
  • Becton Dickinson made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1449 holding.
  • Integrated Wealth Concepts first reported a position in Becton Dickinson in Q2 2020 and has held it in 25 quarters since.
  • Integrated Wealth Concepts's Becton Dickinson position peaked at $1.65M in Q3 2025.
  • 1,443 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.