Kingswood Wealth Advisors’s Becton Dickinson BDX Stock Holding History

Kingswood 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	–	Sell	-1,123	Closed	-$218K	–	931
2025 Q4	$218K	Buy	1,123 +24	+2%	+$4.57K	0.01%	791
2025 Q3	$206K	Buy	+1,099	New	+$204K	0.01%	754
2025 Q2	–	Sell	-1,123	Closed	-$257K	–	750
2025 Q1	$257K	Sell	1,123 -26	-2%	-$6.03K	0.02%	597
2024 Q4	$261K	Sell	1,149 -1,166	-50%	-$269K	0.02%	654
2024 Q3	$558K	Buy	2,315 +601	+35%	+$141K	0.04%	431
2024 Q2	$401K	Buy	1,714 +789	+85%	+$186K	0.04%	440
2024 Q1	$229K	Buy	+925	New	+$221K	0.03%	551

Other funds holding BDX

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Kingswood Wealth Advisors sold out of Becton Dickinson (BDX) in Q1 2026, closing a stake of 1,123 shares — an estimated $218K sold.

Kingswood Wealth Advisors first reported a position in BDX in Q1 2024 and held it in 7 quarters. The position peaked at $558K in Q3 2024. 1,465 funds tracked by Wall St. Rank hold BDX as of Q1 2026.

Kingswood Wealth Advisors reported no remaining Becton Dickinson position as of Q1 2026 after selling out during the quarter.
Kingswood Wealth Advisors sold 1,123 Becton Dickinson shares in Q1 2026, an estimated $218K.
Kingswood Wealth Advisors first reported a position in Becton Dickinson in Q1 2024 and held it in 7 quarters.
Kingswood Wealth Advisors's Becton Dickinson position peaked at $558K in Q3 2024.
1,465 funds tracked by Wall St. Rank held Becton Dickinson as of Q1 2026.

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