United Capital Financial Advisors’s Becton Dickinson BDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.66M | Sell |
10,551
-14
| -0.1% | -$2.57K | 0.01% | 606 |
|
|
2025
Q4 | $2.05M | Sell |
10,565
-146
| -1% | -$27.8K | 0.01% | 530 |
|
|
2025
Q3 | $2M | Buy |
10,711
+1,254
| +13% | +$233K | 0.01% | 468 |
|
|
2025
Q2 | $1.63M | Buy |
9,457
+25
| +0.3% | +$4.58K | 0.01% | 487 |
|
|
2025
Q1 | $2.16M | Sell |
9,432
-8,450
| -47% | -$1.96M | 0.02% | 411 |
|
|
2024
Q4 | $4.06M | Buy |
17,882
+7,752
| +77% | +$1.79M | 0.03% | 293 |
|
|
2024
Q3 | $2.44M | Buy |
10,130
+1,133
| +13% | +$266K | 0.02% | 375 |
|
|
2024
Q2 | $2.1M | Buy |
8,997
+382
| +4% | +$90K | 0.02% | 392 |
|
|
2024
Q1 | $2.13M | Sell |
8,615
-577
| -6% | -$138K | 0.02% | 415 |
|
|
2023
Q4 | $2.24M | Buy |
9,192
+1,826
| +25% | +$450K | 0.02% | 395 |
|
|
2023
Q3 | $1.9M | Sell |
7,366
-189,137
| -96% | -$51.1M | 0.01% | 431 |
|
|
2023
Q2 | $51.9M | Sell |
196,503
-2,013
| -1% | -$511K | 0.28% | 73 |
|
|
2023
Q1 | $49.1M | Sell |
198,516
-75,838
| -28% | -$18.6M | 0.27% | 75 |
|
|
2022
Q4 | $69.8M | Buy |
274,354
+394
| +0.1% | +$93K | 0.39% | 50 |
|
|
2022
Q3 | $61M | Sell |
273,960
-1,651
| -0.6% | -$411K | 0.36% | 54 |
|
|
2022
Q2 | $67.9M | Sell |
275,611
-7,214
| -3% | -$1.83M | 0.37% | 53 |
|
|
2022
Q1 | $73.4M | Sell |
282,825
-37,350
| -12% | -$9.62M | 0.36% | 55 |
|
|
2021
Q4 | $78.6M | Buy |
320,175
+3,078
| +1% | +$737K | 0.36% | 53 |
|
|
2021
Q3 | $76M | Sell |
317,097
-115,158
| -27% | -$28.2M | 0.38% | 52 |
|
|
2021
Q2 | $103M | Buy |
432,255
+202,046
| +88% | +$48.4M | 0.52% | 35 |
|
|
2021
Q1 | $54.6M | Buy |
230,209
+6,523
| +3% | +$1.59M | 0.3% | 72 |
|
|
2020
Q4 | $54.6M | Buy |
223,686
+1,437
| +0.6% | +$335K | 0.33% | 71 |
|
|
2020
Q3 | $50.5M | Buy |
222,249
+316
| +0.1% | +$77.6K | 0.33% | 69 |
|
|
2020
Q2 | $51.8M | Buy |
221,933
+1,257
| +0.6% | +$303K | 0.38% | 60 |
|
|
2020
Q1 | $49.5M | Buy |
220,676
+7,304
| +3% | +$1.8M | 0.41% | 55 |
|
|
2019
Q4 | $56.6M | Buy |
213,372
+7,973
| +4% | +$1.99M | 0.37% | 57 |
|
|
2019
Q3 | $50.7M | Sell |
205,399
-4,216
| -2% | -$1.04M | 0.35% | 59 |
|
|
2019
Q2 | $51.5M | Buy |
209,615
+9,440
| +5% | +$2.19M | 0.34% | 61 |
|
|
2019
Q1 | $48.8M | Buy |
200,175
+5,024
| +3% | +$1.19M | 0.34% | 62 |
|
|
2018
Q4 | $42.9M | Sell |
195,151
-12,374
| -6% | -$2.87M | 0.34% | 67 |
|
|
2018
Q3 | $52.8M | Sell |
207,525
-13,163
| -6% | -$3.24M | 0.37% | 57 |
|
|
2018
Q2 | $51.6M | Buy |
220,688
+982
| +0.4% | +$219K | 0.38% | 48 |
|
|
2018
Q1 | $46.4M | Sell |
219,706
-8,441
| -4% | -$1.85M | 0.35% | 56 |
|
|
2017
Q4 | $47.7M | Buy |
228,147
+40,230
| +21% | +$8.43M | 0.38% | 52 |
|
|
2017
Q3 | $35.9M | Sell |
187,917
-2,474
| -1% | -$480K | 0.3% | 70 |
|
|
2017
Q2 | $36.2M | Buy |
190,391
+793
| +0.4% | +$145K | 0.32% | 63 |
|
|
2017
Q1 | $33.9M | Buy |
189,598
+3,071
| +2% | +$535K | 0.32% | 71 |
|
|
2016
Q4 | $30.1M | Sell |
186,527
-23,224
| -11% | -$3.85M | 0.29% | 74 |
|
|
2016
Q3 | $36.8M | Buy |
209,751
+2,541
| +1% | +$435K | 0.36% | 58 |
|
|
2016
Q2 | $34.4M | Buy |
207,210
+14,422
| +7% | +$2.31M | 0.35% | 51 |
|
|
2016
Q1 | $28.6M | Buy |
192,788
+24,733
| +15% | +$3.51M | 0.31% | 59 |
|
|
2015
Q4 | $25.3M | Buy |
168,055
+52,751
| +46% | +$7.59M | 0.29% | 65 |
|
|
2015
Q3 | $14.9M | Sell |
115,304
-40,854
| -26% | -$5.71M | 0.18% | 116 |
|
|
2015
Q2 | $21.6M | Buy |
156,158
+20,924
| +15% | +$2.89M | 0.25% | 93 |
|
|
2015
Q1 | $18.6M | Buy |
135,234
+43,592
| +48% | +$6.1M | 0.23% | 108 |
|
|
2014
Q4 | $12.4M | Buy |
91,642
+2,557
| +3% | +$327K | 0.19% | 141 |
|
|
2014
Q3 | $9.89M | Buy |
89,085
+179
| +0.2% | +$20.4K | 0.17% | 149 |
|
|
2014
Q2 | $10.3M | Buy |
88,906
+4,036
| +5% | +$458K | 0.19% | 141 |
|
|
2014
Q1 | $9.69M | Buy |
+84,870
| New | +$9.33M | 0.21% | 114 |
|
|
2013
Q4 | – | Sell |
-81,940
| Closed | -$8M | – | 646 |
|
|
2013
Q3 | $8M | Sell |
81,940
-1,595
| -2% | -$156K | 0.25% | 89 |
|
|
2013
Q2 | $8.05M | Buy |
+83,535
| New | +$7.97M | 0.21% | 128 |
|
Other funds holding BDX
VCM
VPM
United Capital Financial Advisors's BDX Position: Q1 2026 in Review
United Capital Financial Advisors reduced its Becton Dickinson (BDX) stake by 0.13% in Q1 2026, selling an estimated $2.57K and leaving 10,551 shares worth $1.66M. The position accounts for 0.01% of the portfolio, ranked #606.
United Capital Financial Advisors first reported a position in BDX in Q2 2013 and has held it in 51 quarters since. The position peaked at $103M in Q2 2021. 1,466 funds tracked by Wall St. Rank hold BDX as of Q1 2026.
- United Capital Financial Advisors held 10,551 shares of Becton Dickinson worth $1.66M as of Q1 2026.
- United Capital Financial Advisors sold 14 Becton Dickinson shares in Q1 2026, an estimated $2.57K.
- Becton Dickinson made up 0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #606 holding.
- United Capital Financial Advisors first reported a position in Becton Dickinson in Q2 2013 and has held it in 51 quarters since.
- United Capital Financial Advisors's Becton Dickinson position peaked at $103M in Q2 2021.
- 1,466 funds tracked by Wall St. Rank held Becton Dickinson as of Q1 2026.
Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.