SOA Wealth Advisors’s Becton Dickinson BDX Stock Holding History

SOA 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	$5.66K	Hold	37	–	–	﹤0.01%	688
2026 Q1	$5.87K	Hold	37	–	–	﹤0.01%	643
2025 Q4	$7.22K	Sell	37 -95	-72%	-$18.1K	﹤0.01%	633
2025 Q3	$24.7K	Buy	132 +95	+257%	+$17.7K	﹤0.01%	485
2025 Q2	$6.39K	Buy	37 +16	+76%	+$2.93K	﹤0.01%	639
2025 Q1	$4.82K	Hold	21	–	–	﹤0.01%	636
2024 Q4	$4.76K	Sell	21 -2	-9%	-$462	﹤0.01%	624
2024 Q3	$5.55K	Hold	23	–	–	﹤0.01%	598
2024 Q2	$5.37K	Hold	23	–	–	﹤0.01%	600
2024 Q1	$5.66K	Hold	23	–	–	﹤0.01%	604
2023 Q4	$5.56K	Hold	23	–	–	﹤0.01%	586
2023 Q3	$5.88K	Hold	23	–	–	﹤0.01%	592
2023 Q2	$6K	Hold	23	–	–	﹤0.01%	598
2023 Q1	$5.61K	Hold	23	–	–	﹤0.01%	605
2022 Q4	$5.75K	Buy	23 +1	+5%	+$236	﹤0.01%	603
2022 Q3	$5K	Hold	22	–	–	﹤0.01%	596
2022 Q2	$5K	Sell	22 -57	-72%	-$14.5K	﹤0.01%	582
2022 Q1	$20K	Hold	79	–	–	﹤0.01%	462
2021 Q4	$19K	Hold	79	–	–	﹤0.01%	453
2021 Q3	$19K	Sell	79 -1	-1%	-$245	﹤0.01%	464
2021 Q2	$19K	Buy	80 +24	+43%	+$5.75K	﹤0.01%	467
2021 Q1	$13K	Sell	56 -6	-10%	-$1.47K	﹤0.01%	468
2020 Q4	$15K	Buy	+62	New	+$14.5K	﹤0.01%	448

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

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

SOA Wealth Advisors held its Becton Dickinson (BDX) position steady in Q2 2026 at 37 shares worth $5.66K. The position accounts for ﹤0.01% of the portfolio, ranked #688.

SOA Wealth Advisors first reported a position in BDX in Q4 2020 and has held it in 23 quarters since. The position peaked at $24.7K in Q3 2025. 1,432 funds tracked by Wall St. Rank hold BDX as of Q2 2026.

SOA Wealth Advisors held 37 shares of Becton Dickinson worth $5.66K as of Q2 2026.
SOA Wealth Advisors left its Becton Dickinson share count unchanged in Q2 2026.
Becton Dickinson made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #688 holding.
SOA Wealth Advisors first reported a position in Becton Dickinson in Q4 2020 and has held it in 23 quarters since.
SOA Wealth Advisors's Becton Dickinson position peaked at $24.7K in Q3 2025.
1,432 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.