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Twin Peaks Wealth Advisors’s Becton Dickinson BDX Stock Holding History

Twin Peaks 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
Q1 		$31K Buy
+197
New +$36.2K 0.01% 560
2025
Q3 		– Sell
-66
Closed -$12.9K – 379
2025
Q2 		$12.9K Buy
+66
New +$12.1K ﹤0.01% 801

Other funds holding BDX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Twin Peaks Wealth Advisors's BDX Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Becton Dickinson (BDX) in Q1 2026: 197 shares worth $31K. The stake represents 0.01% of the portfolio and ranks #560 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in BDX as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in BDX in Q2 2025 and has held it in 2 quarters since. 1,465 funds tracked by Wall St. Rank hold BDX as of Q1 2026.

  • Twin Peaks Wealth Advisors held 197 shares of Becton Dickinson worth $31K as of Q1 2026.
  • Becton Dickinson was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Becton Dickinson made up 0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #560 holding.
  • Twin Peaks Wealth Advisors first reported a position in Becton Dickinson in Q2 2025 and has held it in 2 quarters since.
  • 1,465 funds tracked by Wall St. Rank held Becton Dickinson as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.