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
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

United Capital Financial Advisors's BDX Position: Q2 2026 in Review

United Capital Financial Advisors reduced its Becton Dickinson (BDX) stake by 3% in Q2 2026, selling an estimated $47.9K and leaving 10,231 shares worth $1.55M. The position accounts for 0.01% of the portfolio, ranked #643.

United Capital Financial Advisors first reported a position in BDX in Q2 2013 and has held it in 52 quarters since. The position peaked at $103M in Q2 2021. 1,445 funds tracked by Wall St. Rank hold BDX as of Q2 2026.

  • United Capital Financial Advisors held 10,231 shares of Becton Dickinson worth $1.55M as of Q2 2026.
  • United Capital Financial Advisors sold 320 Becton Dickinson shares in Q2 2026, an estimated $47.9K.
  • Becton Dickinson made up 0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #643 holding.
  • United Capital Financial Advisors first reported a position in Becton Dickinson in Q2 2013 and has held it in 52 quarters since.
  • United Capital Financial Advisors's Becton Dickinson position peaked at $103M in Q2 2021.
  • 1,445 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.