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United Asset Strategies’s Becton Dickinson BDX Stock Holding History

United Asset 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 		$910K Buy
6,013
+2,448
+69% +$366K 0.06% 157
2026
Q1 		$561K Buy
3,565
+420
+13% +$77.1K 0.04% 189
2025
Q4 		$610K Buy
3,145
+132
+4% +$25.1K 0.05% 183
2025
Q3 		$564K Buy
3,013
+84
+3% +$15.6K 0.05% 189
2025
Q2 		$504K Sell
2,929
-13,606
-82% -$2.49M 0.04% 189
2025
Q1 		$3.79M Buy
16,535
+13,544
+453% +$3.14M 0.35% 66
2024
Q4 		$679K Sell
2,991
-16,400
-85% -$3.79M 0.06% 162
2024
Q3 		$4.68M Buy
19,391
+302
+2% +$70.8K 0.44% 57
2024
Q2 		$4.46M Sell
19,089
-200
-1% -$47.1K 0.44% 58
2024
Q1 		$4.77M Buy
19,289
+17,109
+785% +$4.1M 0.48% 58
2023
Q4 		$531K Sell
2,180
-13,336
-86% -$3.29M 0.06% 186
2023
Q3 		$4.01M Buy
15,516
+13,340
+613% +$3.6M 0.52% 51
2023
Q2 		$575K Buy
2,176
+53
+2% +$13.5K 0.07% 164
2023
Q1 		$525K Sell
2,123
-629
-23% -$154K 0.07% 169
2022
Q4 		$700K Buy
+2,752
New +$650K 0.1% 155
2017
Q4 		– Sell
-1,768
Closed -$338K – 192
2017
Q3 		$338K Buy
+1,768
New +$343K 0.19% 101

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
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
JHP
James Hambro & Partners London, United Kingdom $2.76B AUM 19.67% 1-Year Est. Return
AAM
AMI Asset Management Los Angeles, California $1.74B AUM 26.89% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

United Asset Strategies's BDX Position: Q2 2026 in Review

United Asset Strategies increased its Becton Dickinson (BDX) stake by 69% in Q2 2026, buying an estimated $366K and bringing the position to 6,013 shares worth $910K. The position accounts for 0.06% of the portfolio, ranked #157.

United Asset Strategies first reported a position in BDX in Q3 2017 and has held it in 16 quarters since. The position peaked at $4.77M in Q1 2024. 409 funds tracked by Wall St. Rank hold BDX as of Q2 2026.

  • United Asset Strategies held 6,013 shares of Becton Dickinson worth $910K as of Q2 2026.
  • United Asset Strategies bought 2,448 Becton Dickinson shares in Q2 2026, an estimated $366K.
  • Becton Dickinson made up 0.06% of United Asset Strategies's portfolio in Q2 2026, its #157 holding.
  • United Asset Strategies first reported a position in Becton Dickinson in Q3 2017 and has held it in 16 quarters since.
  • United Asset Strategies's Becton Dickinson position peaked at $4.77M in Q1 2024.
  • 409 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2026.

Based on United Asset Strategies's 13F filing for Q2 2026, filed 13 Jul 2026.