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Moss Adams Wealth Advisors’s Becton Dickinson BDX Stock Holding History

Moss Adams 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
Q2 		$214K Sell
1,417
-76
-5% -$11.4K 0.01% 285
2026
Q1 		$235K Buy
1,493
+82
+6% +$15.1K 0.02% 245
2025
Q4 		$274K Sell
1,411
-54
-4% -$10.3K 0.02% 210
2025
Q3 		$274K Buy
1,465
+125
+9% +$23.2K 0.02% 200
2025
Q2 		$231K Buy
+1,340
New +$246K 0.02% 229

Other funds holding BDX

GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Moss Adams Wealth Advisors's BDX Position: Q2 2026 in Review

Moss Adams Wealth Advisors reduced its Becton Dickinson (BDX) stake by 5.1% in Q2 2026, selling an estimated $11.4K and leaving 1,417 shares worth $214K. The position accounts for 0.01% of the portfolio, ranked #285.

Moss Adams Wealth Advisors first reported a position in BDX in Q2 2025 and has held it in 5 quarters since. The position peaked at $274K in Q3 2025. 612 funds tracked by Wall St. Rank hold BDX as of Q2 2026.

  • Moss Adams Wealth Advisors held 1,417 shares of Becton Dickinson worth $214K as of Q2 2026.
  • Moss Adams Wealth Advisors sold 76 Becton Dickinson shares in Q2 2026, an estimated $11.4K.
  • Becton Dickinson made up 0.01% of Moss Adams Wealth Advisors's portfolio in Q2 2026, its #285 holding.
  • Moss Adams Wealth Advisors first reported a position in Becton Dickinson in Q2 2025 and has held it in 5 quarters since.
  • Moss Adams Wealth Advisors's Becton Dickinson position peaked at $274K in Q3 2025.
  • 612 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.