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ProVise Management Group’s Becton Dickinson BDX Stock Holding History

ProVise Management 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 		$10.4M Buy
68,497
+1,727
+3% +$258K 0.69% 44
2026
Q1 		$10.5M Buy
66,770
+4,346
+7% +$798K 0.76% 45
2025
Q4 		$12.1M Sell
62,424
-2,184
-3% -$416K 0.86% 39
2025
Q3 		$12.1M Sell
64,608
-1,324
-2% -$246K 0.89% 38
2025
Q2 		$11.4M Buy
65,932
+4,663
+8% +$855K 0.9% 35
2025
Q1 		$14M Buy
61,269
+14,808
+32% +$3.44M 1.19% 25
2024
Q4 		$10.5M Buy
46,461
+6,344
+16% +$1.46M 0.9% 34
2024
Q3 		$9.67M Buy
40,117
+2,419
+6% +$567K 0.77% 40
2024
Q2 		$8.81M Buy
37,698
+637
+2% +$150K 0.75% 37
2024
Q1 		$9.17M Buy
37,061
+1,696
+5% +$406K 0.79% 38
2023
Q4 		$8.62M Buy
35,365
+467
+1% +$115K 0.73% 40
2023
Q3 		$9.02M Buy
34,898
+108
+0.3% +$29.2K 0.84% 34
2023
Q2 		$9.18M Sell
34,790
-801
-2% -$203K 0.83% 34
2023
Q1 		$8.81M Buy
35,591
+500
+1% +$122K 0.84% 34
2022
Q4 		$8.92M Sell
35,091
-3,538
-9% -$835K 0.9% 35
2022
Q3 		$8.61M Buy
38,629
+21
+0.1% +$5.23K 0.96% 32
2022
Q2 		$9.52M Buy
38,608
+1,686
+5% +$428K 1.02% 26
2022
Q1 		$9.58M Buy
36,922
+2,856
+8% +$735K 0.9% 31
2021
Q4 		$8.36M Buy
34,066
+5,248
+18% +$1.26M 0.76% 35
2021
Q3 		$6.91M Buy
28,818
+23,546
+447% +$5.78M 0.68% 42
2021
Q2 		$1.25M Buy
+5,272
New +$1.26M 0.13% 148
2019
Q3 		– Sell
-1,950
Closed -$479K – 310
2019
Q2 		$479K Buy
1,950
+42
+2% +$9.76K 0.06% 206
2019
Q1 		$465K Buy
1,908
+402
+27% +$95K 0.07% 199
2018
Q4 		$331K Sell
1,506
-84
-5% -$19.5K 0.05% 225
2018
Q3 		$405K Sell
1,590
-10
-0.6% -$2.46K 0.05% 234
2018
Q2 		$374K Sell
1,600
-724
-31% -$161K 0.03% 246
2018
Q1 		$491K Buy
2,324
+458
+25% +$100K 0.07% 202
2017
Q4 		$390K Sell
1,866
-9
-0.5% -$1.89K 0.06% 234
2017
Q3 		$358K Buy
+1,875
New +$364K 0.05% 241

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

ProVise Management Group's BDX Position: Q2 2026 in Review

ProVise Management Group increased its Becton Dickinson (BDX) stake by 2.6% in Q2 2026, buying an estimated $258K and bringing the position to 68,497 shares worth $10.4M. The position accounts for 0.69% of the portfolio, ranked #44.

ProVise Management Group first reported a position in BDX in Q3 2017 and has held it in 29 quarters since. The position peaked at $14M in Q1 2025. 1,436 funds tracked by Wall St. Rank hold BDX as of Q2 2026.

  • ProVise Management Group held 68,497 shares of Becton Dickinson worth $10.4M as of Q2 2026.
  • ProVise Management Group bought 1,727 Becton Dickinson shares in Q2 2026, an estimated $258K.
  • Becton Dickinson made up 0.69% of ProVise Management Group's portfolio in Q2 2026, its #44 holding.
  • ProVise Management Group first reported a position in Becton Dickinson in Q3 2017 and has held it in 29 quarters since.
  • ProVise Management Group's Becton Dickinson position peaked at $14M in Q1 2025.
  • 1,436 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2026.

Based on ProVise Management Group's 13F filing for Q2 2026, filed 3 Aug 2026.