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Modern Wealth Management’s Becton Dickinson BDX Stock Holding History

Modern Wealth Management’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 		$347K Buy
2,294
+470
+26% +$70.3K ﹤0.01% 828
2026
Q1 		$285K Sell
1,824
-191
-9% -$35.1K ﹤0.01% 731
2025
Q4 		$391K Buy
2,015
+487
+32% +$92.7K 0.01% 601
2025
Q3 		$286K Buy
1,528
+198
+15% +$36.8K 0.01% 657
2025
Q2 		$229K Buy
1,330
+9
+0.7% +$1.65K 0.01% 701
2025
Q1 		$303K Buy
+1,321
New +$306K 0.01% 523

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

Modern Wealth Management's BDX Position: Q2 2026 in Review

Modern Wealth Management increased its Becton Dickinson (BDX) stake by 26% in Q2 2026, buying an estimated $70.3K and bringing the position to 2,294 shares worth $347K. The position accounts for ﹤0.01% of the portfolio, ranked #828.

Modern Wealth Management first reported a position in BDX in Q1 2025 and has held it in 6 quarters since. The position peaked at $391K in Q4 2025. 1,432 funds tracked by Wall St. Rank hold BDX as of Q2 2026.

  • Modern Wealth Management held 2,294 shares of Becton Dickinson worth $347K as of Q2 2026.
  • Modern Wealth Management bought 470 Becton Dickinson shares in Q2 2026, an estimated $70.3K.
  • Becton Dickinson made up ﹤0.01% of Modern Wealth Management's portfolio in Q2 2026, its #828 holding.
  • Modern Wealth Management first reported a position in Becton Dickinson in Q1 2025 and has held it in 6 quarters since.
  • Modern Wealth Management's Becton Dickinson position peaked at $391K in Q4 2025.
  • 1,432 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.