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Kestra Private Wealth Services’s Becton Dickinson BDX Stock Holding History

Kestra Private Wealth Services’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 		$969K Sell
6,166
-1,527
-20% -$280K 0.01% 855
2025
Q4 		$1.49M Buy
7,693
+434
+6% +$82.6K 0.02% 645
2025
Q3 		$1.36M Buy
7,259
+1,518
+26% +$282K 0.02% 656
2025
Q2 		$989K Buy
5,741
+41
+0.7% +$7.51K 0.01% 747
2025
Q1 		$1.31M Buy
5,700
+381
+7% +$88.4K 0.02% 585
2024
Q4 		$1.21M Sell
5,319
-2,604
-33% -$601K 0.02% 578
2024
Q3 		$1.91M Sell
7,923
-4,007
-34% -$939K 0.04% 428
2024
Q2 		$2.79M Sell
11,930
-117
-1% -$27.6K 0.06% 315
2024
Q1 		$2.98M Sell
12,047
-237
-2% -$56.7K 0.07% 288
2023
Q4 		$3M Sell
12,284
-173
-1% -$42.6K 0.08% 265
2023
Q3 		$3.22M Sell
12,457
-834
-6% -$225K 0.1% 224
2023
Q2 		$3.51M Buy
13,291
+1,945
+17% +$494K 0.12% 188
2023
Q1 		$2.81M Buy
11,346
+2,275
+25% +$557K 0.11% 200
2022
Q4 		$2.31M Sell
9,071
-212
-2% -$50K 0.12% 205
2022
Q3 		$2.07M Sell
9,283
-636
-6% -$158K 0.12% 199
2022
Q2 		$2.44M Buy
9,919
+5,655
+133% +$1.44M 0.14% 175
2022
Q1 		$1.11M Buy
4,264
+642
+18% +$165K 0.05% 351
2021
Q4 		$889K Buy
3,622
+1,281
+55% +$307K 0.04% 419
2021
Q3 		$561K Buy
2,341
+268
+13% +$65.7K 0.03% 508
2021
Q2 		$492K Buy
2,073
+19
+0.9% +$4.55K 0.03% 508
2021
Q1 		$487K Buy
2,054
+164
+9% +$40.1K 0.03% 457
2020
Q4 		$455K Buy
1,890
+777
+70% +$181K 0.03% 456
2020
Q3 		$253K Buy
+1,113
New +$273K 0.02% 535

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

Kestra Private Wealth Services's BDX Position: Q1 2026 in Review

Kestra Private Wealth Services reduced its Becton Dickinson (BDX) stake by 20% in Q1 2026, selling an estimated $280K and leaving 6,166 shares worth $969K. The position accounts for 0.01% of the portfolio, ranked #855.

Kestra Private Wealth Services first reported a position in BDX in Q3 2020 and has held it in 23 quarters since. The position peaked at $3.51M in Q2 2023. 1,464 funds tracked by Wall St. Rank hold BDX as of Q1 2026.

  • Kestra Private Wealth Services held 6,166 shares of Becton Dickinson worth $969K as of Q1 2026.
  • Kestra Private Wealth Services sold 1,527 Becton Dickinson shares in Q1 2026, an estimated $280K.
  • Becton Dickinson made up 0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #855 holding.
  • Kestra Private Wealth Services first reported a position in Becton Dickinson in Q3 2020 and has held it in 23 quarters since.
  • Kestra Private Wealth Services's Becton Dickinson position peaked at $3.51M in Q2 2023.
  • 1,464 funds tracked by Wall St. Rank held Becton Dickinson as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.