Valeo 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
Q2 | $203K | Buy |
1,344
+47
| +4% | +$7.03K | ﹤0.01% | 759 |
|
|
2026
Q1 | $204K | Sell |
1,297
-997
| -43% | -$183K | ﹤0.01% | 680 |
|
|
2025
Q4 | $445K | Buy |
2,294
+39
| +2% | +$7.42K | 0.01% | 496 |
|
|
2025
Q3 | $422K | Buy |
2,255
+564
| +33% | +$105K | 0.01% | 503 |
|
|
2025
Q2 | $291K | Buy |
1,691
+400
| +31% | +$73.3K | 0.01% | 588 |
|
|
2025
Q1 | $296K | Sell |
1,291
-961
| -43% | -$223K | 0.01% | 535 |
|
|
2024
Q4 | $511K | Sell |
2,252
-106
| -4% | -$24.5K | 0.01% | 406 |
|
|
2024
Q3 | $568K | Sell |
2,358
-175
| -7% | -$41K | 0.02% | 385 |
|
|
2024
Q2 | $592K | Buy |
2,533
+401
| +19% | +$94.5K | 0.02% | 343 |
|
|
2024
Q1 | $499K | Buy |
2,132
+256
| +14% | +$61.3K | 0.02% | 377 |
|
|
2023
Q4 | $457K | Sell |
1,876
-1,301
| -41% | -$321K | 0.02% | 389 |
|
|
2023
Q3 | $821K | Buy |
3,177
+246
| +8% | +$66.4K | 0.04% | 235 |
|
|
2023
Q2 | $774K | Buy |
2,931
+59
| +2% | +$15K | 0.04% | 242 |
|
|
2023
Q1 | $711K | Buy |
2,872
+695
| +32% | +$170K | 0.03% | 267 |
|
|
2022
Q4 | $554K | Buy |
2,177
+536
| +33% | +$127K | 0.03% | 264 |
|
|
2022
Q3 | $366K | Buy |
1,641
+25
| +2% | +$6.22K | 0.02% | 302 |
|
|
2022
Q2 | $398K | Sell |
1,616
-348
| -18% | -$88.4K | 0.03% | 288 |
|
|
2022
Q1 | $510K | Buy |
1,964
+159
| +9% | +$40.9K | 0.03% | 323 |
|
|
2021
Q4 | $443K | Buy |
1,805
+129
| +8% | +$30.9K | 0.02% | 334 |
|
|
2021
Q3 | $402K | Buy |
1,676
+151
| +10% | +$37K | 0.02% | 348 |
|
|
2021
Q2 | $362K | Sell |
1,525
-150
| -9% | -$36K | 0.02% | 320 |
|
|
2021
Q1 | $397K | Buy |
1,675
+291
| +21% | +$71.1K | 0.02% | 308 |
|
|
2020
Q4 | $338K | Buy |
1,384
+48
| +4% | +$11.2K | 0.02% | 308 |
|
|
2020
Q3 | $303K | Sell |
1,336
-624
| -32% | -$153K | 0.03% | 255 |
|
|
2020
Q2 | $457K | Buy |
1,960
+98
| +5% | +$23.6K | 0.04% | 196 |
|
|
2020
Q1 | $450K | Buy |
1,862
+40
| +2% | +$9.88K | 0.05% | 186 |
|
|
2019
Q4 | $484K | Sell |
1,822
-103
| -5% | -$25.7K | 0.05% | 192 |
|
|
2019
Q3 | $475K | Buy |
1,925
+454
| +31% | +$112K | 0.05% | 176 |
|
|
2019
Q2 | $362K | Buy |
1,471
+176
| +14% | +$40.9K | 0.04% | 207 |
|
|
2019
Q1 | $315K | Buy |
1,295
+103
| +9% | +$24.3K | 0.04% | 217 |
|
|
2018
Q4 | $262K | Sell |
1,192
-8
| -0.7% | -$1.86K | 0.04% | 222 |
|
|
2018
Q3 | $270K | Buy |
1,200
+136
| +13% | +$33.5K | 0.04% | 234 |
|
|
2018
Q2 | $258K | Buy |
1,064
+93
| +10% | +$20.7K | 0.04% | 248 |
|
|
2018
Q1 | $205K | Sell |
971
-73
| -7% | -$16K | 0.03% | 252 |
|
|
2017
Q4 | $218K | Buy |
1,044
+46
| +5% | +$9.63K | 0.04% | 233 |
|
|
2017
Q3 | $191K | Buy |
+998
| New | +$193K | 0.04% | 204 |
|
Other funds holding BDX
Valeo Financial Advisors's BDX Position: Q2 2026 in Review
Valeo Financial Advisors increased its Becton Dickinson (BDX) stake by 3.6% in Q2 2026, buying an estimated $7.03K and bringing the position to 1,344 shares worth $203K. The position accounts for ﹤0.01% of the portfolio, ranked #759.
Valeo Financial Advisors first reported a position in BDX in Q3 2017 and has held it in 36 quarters since. The position peaked at $821K in Q3 2023. 1,432 funds tracked by Wall St. Rank hold BDX as of Q2 2026.
- Valeo Financial Advisors held 1,344 shares of Becton Dickinson worth $203K as of Q2 2026.
- Valeo Financial Advisors bought 47 Becton Dickinson shares in Q2 2026, an estimated $7.03K.
- Becton Dickinson made up ﹤0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #759 holding.
- Valeo Financial Advisors first reported a position in Becton Dickinson in Q3 2017 and has held it in 36 quarters since.
- Valeo Financial Advisors's Becton Dickinson position peaked at $821K in Q3 2023.
- 1,432 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2026.
Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.