UWS
BDX icon

Unique Wealth Strategies’s Becton Dickinson BDX Stock Holding History

Unique Wealth Strategies’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 		$1.38M Buy
9,142
+4,789
+110% +$716K 0.5% 39
2026
Q1 		$684K Buy
4,353
+245
+6% +$45K 0.28% 89
2025
Q4 		$797K Buy
4,108
+461
+13% +$87.7K 0.31% 74
2025
Q3 		$683K Buy
3,647
+227
+7% +$42.2K 0.26% 104
2025
Q2 		$589K Buy
3,420
+782
+30% +$143K 0.25% 117
2025
Q1 		$604K Sell
2,638
-87
-3% -$20.2K 0.27% 89
2024
Q4 		$618K Sell
2,725
-585
-18% -$135K 0.27% 86
2024
Q3 		$798K Buy
3,310
+246
+8% +$57.7K 0.34% 77
2024
Q2 		$758K Hold
3,064
– – 0.36% 79
2024
Q1 		$758K Buy
3,064
+644
+27% +$154K 0.37% 79
2023
Q4 		$590K Buy
+2,420
New +$596K 0.39% 107

Other funds holding BDX

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.57B AUM 35.56% 1-Year Est. Return

Unique Wealth Strategies's BDX Position: Q2 2026 in Review

Unique Wealth Strategies increased its Becton Dickinson (BDX) stake by 110% in Q2 2026, buying an estimated $716K and bringing the position to 9,142 shares worth $1.38M. The position accounts for 0.5% of the portfolio, ranked #39.

Unique Wealth Strategies first reported a position in BDX in Q4 2023 and has held it in 11 quarters since. 226 funds tracked by Wall St. Rank hold BDX as of Q2 2026.

  • Unique Wealth Strategies held 9,142 shares of Becton Dickinson worth $1.38M as of Q2 2026.
  • Unique Wealth Strategies bought 4,789 Becton Dickinson shares in Q2 2026, an estimated $716K.
  • Becton Dickinson made up 0.5% of Unique Wealth Strategies's portfolio in Q2 2026, its #39 holding.
  • Unique Wealth Strategies first reported a position in Becton Dickinson in Q4 2023 and has held it in 11 quarters since.
  • 226 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2026.

Based on Unique Wealth Strategies's 13F filing for Q2 2026, filed 15 Jul 2026.