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Optimize Financial’s Becton Dickinson BDX Stock Holding History

Optimize Financial’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 		$400K Sell
2,643
-9
-0.3% -$1.35K 0.14% 211
2026
Q1 		$417K Buy
+2,652
New +$487K 0.21% 183

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

Optimize Financial's BDX Position: Q2 2026 in Review

Optimize Financial reduced its Becton Dickinson (BDX) stake by 0.34% in Q2 2026, selling an estimated $1.35K and leaving 2,643 shares worth $400K. The position accounts for 0.14% of the portfolio, ranked #211.

Optimize Financial first reported a position in BDX in Q1 2026 and has held it in 2 quarters since. The position peaked at $417K in Q1 2026. 1,436 funds tracked by Wall St. Rank hold BDX as of Q2 2026.

  • Optimize Financial held 2,643 shares of Becton Dickinson worth $400K as of Q2 2026.
  • Optimize Financial sold 9 Becton Dickinson shares in Q2 2026, an estimated $1.35K.
  • Becton Dickinson made up 0.14% of Optimize Financial's portfolio in Q2 2026, its #211 holding.
  • Optimize Financial first reported a position in Becton Dickinson in Q1 2026 and has held it in 2 quarters since.
  • Optimize Financial's Becton Dickinson position peaked at $417K in Q1 2026.
  • 1,436 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2026.

Based on Optimize Financial's 13F filing for Q2 2026, filed 27 Aug 2026.