United Capital Financial Advisors’s Becton Dickinson BDX Stock Holding History

United Capital Financial 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
2022 Q2	–	Sell	-26,650	Closed	-$6.92M	–	1129
2022 Q1	$6.92M	Buy	+26,650	New	+$6.86M	0.03%	318
2021 Q1	–	Sell	-109,675	Closed	-$26.8M	–	1185
2020 Q4	$26.8M	Buy	+109,675	New	+$25.6M	0.16%	141
2020 Q3	–	Sell	-441	Closed	-$10.3M	–	1163
2020 Q2	$10.3M	Sell	441 -387	-47%	-$93.3K	0.07%	244
2020 Q1	$18.6M	Sell	828 -56	-6%	-$13.8K	0.15%	146
2019 Q4	$23.4M	Buy	884 +284	+47%	+$70.8K	0.15%	160
2019 Q3	$14.8M	Sell	600 -43,988	-99%	-$10.9M	0.1%	234
2019 Q2	$11M	Sell	44,588 -23,575	-35%	-$5.48M	0.07%	282
2019 Q1	$16.6M	Buy	+68,163	New	+$16.1M	0.12%	192

Other funds holding BDX

BlackRock New York $6.73T AUM 46.02% 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 Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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. 1,470 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.
1,470 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.