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Physician Wealth Advisors’s Becton Dickinson BDX Stock Holding History

Physician 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 		$194K Buy
1,280
+9
+0.7% +$1.35K 0.02% 218
2026
Q1 		$200K Buy
1,271
+12
+1% +$2.2K 0.03% 194
2025
Q4 		$244K Buy
1,259
+4
+0.3% +$761 0.03% 168
2025
Q3 		$235K Buy
1,255
+54
+4% +$10K 0.03% 166
2025
Q2 		$207K Buy
1,201
+33
+3% +$6.05K 0.03% 180
2025
Q1 		$268K Sell
1,168
-3
-0.3% -$696 0.05% 148
2024
Q4 		$266K Buy
1,171
+3
+0.3% +$693 0.04% 148
2024
Q3 		$282K Sell
1,168
-3
-0.3% -$703 0.05% 142
2024
Q2 		$270K Hold
1,171
– – 0.05% 137
2024
Q1 		$271K Buy
1,171
+134
+13% +$32.1K 0.06% 132
2023
Q4 		$245K Buy
1,037
+64
+7% +$15.8K 0.05% 138
2023
Q3 		$259K Hold
973
– – 0.07% 123
2023
Q2 		$255K Hold
973
– – 0.06% 133
2023
Q1 		$252K Hold
973
– – 0.07% 130
2022
Q4 		$239K Buy
+973
New +$230K 0.06% 133

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

Physician Wealth Advisors's BDX Position: Q2 2026 in Review

Physician Wealth Advisors increased its Becton Dickinson (BDX) stake by 0.71% in Q2 2026, buying an estimated $1.35K and bringing the position to 1,280 shares worth $194K. The position accounts for 0.02% of the portfolio, ranked #218.

Physician Wealth Advisors first reported a position in BDX in Q4 2022 and has held it in 15 quarters since. The position peaked at $282K in Q3 2024. 612 funds tracked by Wall St. Rank hold BDX as of Q2 2026.

  • Physician Wealth Advisors held 1,280 shares of Becton Dickinson worth $194K as of Q2 2026.
  • Physician Wealth Advisors bought 9 Becton Dickinson shares in Q2 2026, an estimated $1.35K.
  • Becton Dickinson made up 0.02% of Physician Wealth Advisors's portfolio in Q2 2026, its #218 holding.
  • Physician Wealth Advisors first reported a position in Becton Dickinson in Q4 2022 and has held it in 15 quarters since.
  • Physician Wealth Advisors's Becton Dickinson position peaked at $282K in Q3 2024.
  • 612 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.