Modera Wealth Management’s Becton Dickinson BDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $531K | Sell |
3,506
-229
| -6% | -$34.2K | 0.01% | 446 |
|
|
2026
Q1 | $587K | Sell |
3,735
-1,293
| -26% | -$237K | 0.01% | 411 |
|
|
2025
Q4 | $976K | Sell |
5,028
-8
| -0.2% | -$1.52K | 0.01% | 340 |
|
|
2025
Q3 | $943K | Sell |
5,036
-4
| -0.1% | -$743 | 0.01% | 347 |
|
|
2025
Q2 | $868K | Buy |
5,040
+63
| +1% | +$11.5K | 0.01% | 352 |
|
|
2025
Q1 | $1.14M | Buy |
4,977
+10
| +0.2% | +$2.32K | 0.02% | 307 |
|
|
2024
Q4 | $1.13M | Buy |
4,967
+102
| +2% | +$23.6K | 0.01% | 309 |
|
|
2024
Q3 | $1.17M | Hold |
4,865
| – | – | 0.01% | 290 |
|
|
2024
Q2 | $1.14M | Sell |
4,865
-104
| -2% | -$24.5K | 0.02% | 278 |
|
|
2024
Q1 | $1.23M | Buy |
4,969
+1,471
| +42% | +$352K | 0.02% | 271 |
|
|
2023
Q4 | $853K | Buy |
3,498
+2
| +0.1% | +$493 | 0.01% | 305 |
|
|
2023
Q3 | $904K | Buy |
3,496
+72
| +2% | +$19.4K | 0.02% | 294 |
|
|
2023
Q2 | $904K | Buy |
3,424
+1,497
| +78% | +$380K | 0.02% | 308 |
|
|
2023
Q1 | $477K | Sell |
1,927
-65
| -3% | -$15.9K | 0.02% | 221 |
|
|
2022
Q4 | $507K | Sell |
1,992
-5
| -0.3% | -$1.18K | 0.02% | 210 |
|
|
2022
Q3 | $445K | Sell |
1,997
-17
| -0.8% | -$4.23K | 0.02% | 198 |
|
|
2022
Q2 | $496K | Sell |
2,014
-123
| -6% | -$31.2K | 0.02% | 193 |
|
|
2022
Q1 | $555K | Sell |
2,137
-3
| -0.1% | -$772 | 0.02% | 195 |
|
|
2021
Q4 | $525K | Buy |
2,140
+882
| +70% | +$211K | 0.02% | 264 |
|
|
2021
Q3 | $302K | Buy |
1,258
+18
| +1% | +$4.42K | 0.02% | 208 |
|
|
2021
Q2 | $294K | Sell |
1,240
-35
| -3% | -$8.39K | 0.02% | 183 |
|
|
2021
Q1 | $303K | Buy |
1,275
+29
| +2% | +$7.08K | 0.02% | 176 |
|
|
2020
Q4 | $304K | Buy |
1,246
+60
| +5% | +$14K | 0.02% | 180 |
|
|
2020
Q3 | $269K | Buy |
1,186
+1
| +0.1% | +$246 | 0.04% | 133 |
|
|
2020
Q2 | $277K | Sell |
1,185
-30
| -2% | -$7.23K | 0.04% | 124 |
|
|
2020
Q1 | $272K | Buy |
1,215
+26
| +2% | +$6.42K | 0.06% | 119 |
|
|
2019
Q4 | $315K | Buy |
1,189
+1
| +0.1% | +$249 | 0.05% | 101 |
|
|
2019
Q3 | $293K | Buy |
1,188
+1
| +0.1% | +$247 | 0.05% | 104 |
|
|
2019
Q2 | $292K | Sell |
1,187
-53
| -4% | -$12.3K | 0.05% | 106 |
|
|
2019
Q1 | $302K | Buy |
1,240
+109
| +10% | +$25.8K | 0.06% | 105 |
|
|
2018
Q4 | $249K | Buy |
1,131
+1
| +0.1% | +$232 | 0.05% | 109 |
|
|
2018
Q3 | $288K | Hold |
1,130
| – | – | 0.06% | 106 |
|
|
2018
Q2 | $264K | Buy |
1,130
+2
| +0.2% | +$445 | 0.06% | 112 |
|
|
2018
Q1 | $238K | Buy |
+1,128
| New | +$247K | 0.05% | 112 |
|
|
2017
Q2 | – | Sell |
-1,204
| Closed | -$215K | – | 120 |
|
|
2017
Q1 | $215K | Sell |
1,204
-98
| -8% | -$17.1K | 0.05% | 108 |
|
|
2016
Q4 | $210K | Buy |
1,302
+4
| +0.3% | +$664 | 0.07% | 101 |
|
|
2016
Q3 | $227K | Buy |
+1,298
| New | +$222K | 0.08% | 97 |
|
Other funds holding BDX
GA
VAM
CB
FWIA
Modera Wealth Management's BDX Position: Q2 2026 in Review
Modera Wealth Management reduced its Becton Dickinson (BDX) stake by 6.1% in Q2 2026, selling an estimated $34.2K and leaving 3,506 shares worth $531K. The position accounts for 0.01% of the portfolio, ranked #446.
Modera Wealth Management first reported a position in BDX in Q3 2016 and has held it in 37 quarters since. The position peaked at $1.23M in Q1 2024. 853 funds tracked by Wall St. Rank hold BDX as of Q2 2026.
- Modera Wealth Management held 3,506 shares of Becton Dickinson worth $531K as of Q2 2026.
- Modera Wealth Management sold 229 Becton Dickinson shares in Q2 2026, an estimated $34.2K.
- Becton Dickinson made up 0.01% of Modera Wealth Management's portfolio in Q2 2026, its #446 holding.
- Modera Wealth Management first reported a position in Becton Dickinson in Q3 2016 and has held it in 37 quarters since.
- Modera Wealth Management's Becton Dickinson position peaked at $1.23M in Q1 2024.
- 853 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2026.
Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.