Union Heritage Capital’s Becton Dickinson BDX Stock Holding History

Union Heritage Capital’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	$931K	Hold	6,155	–	–	0.32%	55
2026 Q1	$968K	Hold	6,155	–	–	0.36%	54
2025 Q4	$1.19M	Hold	6,155	–	–	0.4%	52
2025 Q3	$1.15M	Hold	6,155	–	–	0.37%	54
2025 Q2	$1.06M	Hold	6,155	–	–	0.37%	54
2025 Q1	$1.41M	Hold	6,155	–	–	0.52%	51
2024 Q4	$1.4M	Hold	6,155	–	–	0.52%	48
2024 Q3	$1.48M	Hold	6,155	–	–	0.55%	48
2024 Q2	$1.44M	Hold	6,155	–	–	0.57%	47
2024 Q1	$1.52M	Buy	6,155 +1,155	+23%	+$276K	0.6%	47
2023 Q4	$1.22M	Hold	5,000	–	–	0.63%	46
2023 Q3	$1.29M	Hold	5,000	–	–	0.73%	42
2023 Q2	$1.32M	Hold	5,000	–	–	0.71%	44
2023 Q1	$1.24M	Hold	5,000	–	–	0.75%	43
2022 Q4	$1.27M	Hold	5,000	–	–	0.78%	44
2022 Q3	$1.11M	Hold	5,000	–	–	0.74%	45
2022 Q2	$1.23M	Sell	5,000 -125	-2%	-$31.7K	0.79%	44
2022 Q1	$1.33M	Sell	5,125 -1,097	-18%	-$282K	0.74%	45
2021 Q4	$1.53M	Hold	6,222	–	–	0.71%	43
2021 Q3	$1.49M	Hold	6,222	–	–	0.7%	41
2021 Q2	$1.48M	Hold	6,222	–	–	0.69%	41
2021 Q1	$1.48M	Buy	+6,222	New	+$1.52M	0.73%	39

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

Union Heritage Capital's BDX Position: Q2 2026 in Review

Union Heritage Capital held its Becton Dickinson (BDX) position steady in Q2 2026 at 6,155 shares worth $931K. The position accounts for 0.32% of the portfolio, ranked #55.

Union Heritage Capital first reported a position in BDX in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.53M in Q4 2021. 1,442 funds tracked by Wall St. Rank hold BDX as of Q2 2026.

Union Heritage Capital held 6,155 shares of Becton Dickinson worth $931K as of Q2 2026.
Union Heritage Capital left its Becton Dickinson share count unchanged in Q2 2026.
Becton Dickinson made up 0.32% of Union Heritage Capital's portfolio in Q2 2026, its #55 holding.
Union Heritage Capital first reported a position in Becton Dickinson in Q1 2021 and has held it in 22 quarters since.
Union Heritage Capital's Becton Dickinson position peaked at $1.53M in Q4 2021.
1,442 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2026.

Based on Union Heritage Capital's 13F filing for Q2 2026, filed 14 Aug 2026.