PWG
BDX icon

Portside Wealth Group’s Becton Dickinson BDX Stock Holding History

Portside Wealth Group’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 		$1.56M Buy
10,299
+2,247
+28% +$336K 0.18% 132
2026
Q1 		$1.27M Buy
8,052
+274
+4% +$50.3K 0.17% 140
2025
Q4 		$1.51M Sell
7,778
-325
-4% -$61.8K 0.2% 116
2025
Q3 		$1.52M Buy
8,103
+291
+4% +$54.1K 0.21% 108
2025
Q2 		$1.35M Buy
7,812
+2,465
+46% +$452K 0.2% 111
2025
Q1 		$1.22M Sell
5,347
-574
-10% -$133K 0.2% 113
2024
Q4 		$1.34M Buy
5,921
+166
+3% +$38.3K 0.22% 101
2024
Q3 		$1.39M Buy
5,755
+11
+0.2% +$2.58K 0.24% 99
2024
Q2 		$1.34M Sell
5,744
-120
-2% -$28.3K 0.26% 94
2024
Q1 		$1.45M Sell
5,864
-224
-4% -$53.6K 0.27% 94
2023
Q4 		$1.48M Sell
6,088
-202
-3% -$49.8K 0.28% 93
2023
Q3 		$1.63M Sell
6,290
-760
-11% -$205K 0.31% 88
2023
Q2 		$1.86M Buy
+7,050
New +$1.79M 0.35% 77

Other funds holding BDX

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.57B AUM 35.56% 1-Year Est. Return

Portside Wealth Group's BDX Position: Q2 2026 in Review

Portside Wealth Group increased its Becton Dickinson (BDX) stake by 28% in Q2 2026, buying an estimated $336K and bringing the position to 10,299 shares worth $1.56M. The position accounts for 0.18% of the portfolio, ranked #132.

Portside Wealth Group first reported a position in BDX in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.86M in Q2 2023. 226 funds tracked by Wall St. Rank hold BDX as of Q2 2026.

  • Portside Wealth Group held 10,299 shares of Becton Dickinson worth $1.56M as of Q2 2026.
  • Portside Wealth Group bought 2,247 Becton Dickinson shares in Q2 2026, an estimated $336K.
  • Becton Dickinson made up 0.18% of Portside Wealth Group's portfolio in Q2 2026, its #132 holding.
  • Portside Wealth Group first reported a position in Becton Dickinson in Q2 2023 and has held it in 13 quarters since.
  • Portside Wealth Group's Becton Dickinson position peaked at $1.86M in Q2 2023.
  • 226 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.