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True Wealth Design’s Becton Dickinson BDX Stock Holding History

True Wealth Design’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 		$54K Sell
357
-158
-31% -$23.6K 0.01% 460
2026
Q1 		$81K Sell
515
-6
-1% -$1.1K 0.02% 265
2025
Q4 		$101K Buy
521
+111
+27% +$21.1K 0.03% 185
2025
Q3 		$76.7K Buy
410
+162
+65% +$30.1K 0.02% 222
2025
Q2 		$42.7K Buy
248
+155
+167% +$28.4K 0.02% 224
2025
Q1 		$21.3K Sell
93
-141
-60% -$32.7K 0.01% 330
2024
Q4 		$53.1K Buy
234
+20
+9% +$4.62K 0.02% 154
2024
Q3 		$51.6K Buy
214
+136
+174% +$31.9K 0.02% 139
2024
Q2 		$18.2K Buy
78
+3
+4% +$707 ﹤0.01% 217
2024
Q1 		$18.6K Buy
75
+72
+2,400% +$17.2K ﹤0.01% 217
2023
Q4 		$732 Hold
3
– – ﹤0.01% 392
2023
Q3 		$776 Hold
3
– – ﹤0.01% 351
2023
Q2 		$793 Hold
3
– – ﹤0.01% 355
2023
Q1 		$743 Sell
3
-65
-96% -$15.9K ﹤0.01% 444
2022
Q4 		$17.3K Buy
+68
New +$16.1K 0.01% 193

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

True Wealth Design's BDX Position: Q2 2026 in Review

True Wealth Design reduced its Becton Dickinson (BDX) stake by 31% in Q2 2026, selling an estimated $23.6K and leaving 357 shares worth $54K. The position accounts for 0.01% of the portfolio, ranked #460.

True Wealth Design first reported a position in BDX in Q4 2022 and has held it in 15 quarters since. The position peaked at $101K in Q4 2025. 1,432 funds tracked by Wall St. Rank hold BDX as of Q2 2026.

  • True Wealth Design held 357 shares of Becton Dickinson worth $54K as of Q2 2026.
  • True Wealth Design sold 158 Becton Dickinson shares in Q2 2026, an estimated $23.6K.
  • Becton Dickinson made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #460 holding.
  • True Wealth Design first reported a position in Becton Dickinson in Q4 2022 and has held it in 15 quarters since.
  • True Wealth Design's Becton Dickinson position peaked at $101K in Q4 2025.
  • 1,432 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.