Principia Wealth Advisory’s Becton Dickinson BDX Stock Holding History

Principia Wealth Advisory’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	$2.72K	Sell	18 -5	-22%	-$748	﹤0.01%	507
2026 Q1	$3.62K	Buy	23 +4	+21%	+$734	﹤0.01%	366
2025 Q4	$3.69K	Buy	19 +2	+12%	+$381	﹤0.01%	331
2025 Q3	$3.18K	Buy	17 +3	+21%	+$557	﹤0.01%	358
2025 Q2	$2.41K	Buy	14 +6	+75%	+$1.1K	﹤0.01%	346
2025 Q1	$1.68K	Buy	8 +3	+60%	+$696	﹤0.01%	313
2024 Q4	$1.13K	Buy	+5	New	+$1.16K	﹤0.01%	338

Other funds holding BDX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Principia Wealth Advisory's BDX Position: Q2 2026 in Review

Principia Wealth Advisory reduced its Becton Dickinson (BDX) stake by 22% in Q2 2026, selling an estimated $748 and leaving 18 shares worth $2.72K. The position accounts for ﹤0.01% of the portfolio, ranked #507.

Principia Wealth Advisory first reported a position in BDX in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.69K in Q4 2025. 1,434 funds tracked by Wall St. Rank hold BDX as of Q2 2026.

Principia Wealth Advisory held 18 shares of Becton Dickinson worth $2.72K as of Q2 2026.
Principia Wealth Advisory sold 5 Becton Dickinson shares in Q2 2026, an estimated $748.
Becton Dickinson made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #507 holding.
Principia Wealth Advisory first reported a position in Becton Dickinson in Q4 2024 and has held it in 7 quarters since.
Principia Wealth Advisory's Becton Dickinson position peaked at $3.69K in Q4 2025.
1,434 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.