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Phoenix Financial’s Becton Dickinson BDX Stock Holding History

Phoenix 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 		$482K Buy
3,187
+370
+13% +$55.3K ﹤0.01% 349
2026
Q1 		$443K Buy
2,817
+543
+24% +$99.7K ﹤0.01% 325
2025
Q4 		$441K Buy
2,274
+371
+19% +$70.6K ﹤0.01% 316
2025
Q3 		$356K Buy
1,903
+458
+32% +$85.1K ﹤0.01% 347
2025
Q2 		$249K Buy
1,445
+305
+27% +$55.9K ﹤0.01% 370
2025
Q1 		$261K Buy
1,140
+225
+25% +$52.2K ﹤0.01% 317
2024
Q4 		$208K Buy
+915
New +$211K ﹤0.01% 343
2024
Q2 		– Sell
-979
Closed -$242K – 361
2024
Q1 		$242K Buy
979
+78
+9% +$18.7K ﹤0.01% 359
2023
Q4 		$237K Sell
901
-1,779
-66% -$438K ﹤0.01% 287
2023
Q3 		$708K Buy
+2,680
New +$724K 0.01% 243
2020
Q3 		– Sell
-2,096
Closed -$465K – 336
2020
Q2 		$465K Buy
2,096
+27
+1% +$6.51K 0.02% 245
2020
Q1 		$495K Sell
2,069
-27,759
-93% -$6.85M 0.03% 243
2019
Q4 		$7.86M Buy
29,828
+19,578
+191% +$4.88M 0.33% 89
2019
Q3 		$2.41M Buy
+10,250
New +$2.53M 0.11% 128

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 $3.38T AUM 44.17% 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

Phoenix Financial's BDX Position: Q2 2026 in Review

Phoenix Financial increased its Becton Dickinson (BDX) stake by 13% in Q2 2026, buying an estimated $55.3K and bringing the position to 3,187 shares worth $482K. The position accounts for ﹤0.01% of the portfolio, ranked #349.

Phoenix Financial first reported a position in BDX in Q3 2019 and has held it in 14 quarters since. The position peaked at $7.86M in Q4 2019. 1,445 funds tracked by Wall St. Rank hold BDX as of Q2 2026.

  • Phoenix Financial held 3,187 shares of Becton Dickinson worth $482K as of Q2 2026.
  • Phoenix Financial bought 370 Becton Dickinson shares in Q2 2026, an estimated $55.3K.
  • Becton Dickinson made up ﹤0.01% of Phoenix Financial's portfolio in Q2 2026, its #349 holding.
  • Phoenix Financial first reported a position in Becton Dickinson in Q3 2019 and has held it in 14 quarters since.
  • Phoenix Financial's Becton Dickinson position peaked at $7.86M in Q4 2019.
  • 1,445 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.