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Waverly Advisors’s Becton Dickinson BDX Stock Holding History

Waverly 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
2026
Q2 		$1.21M Sell
7,972
-9,668
-55% -$1.45M 0.01% 829
2026
Q1 		$2.77M Buy
17,640
+9,166
+108% +$1.68M 0.02% 572
2025
Q4 		$1.64M Buy
8,474
+1,548
+22% +$295K 0.01% 632
2025
Q3 		$1.3M Buy
6,926
+608
+10% +$113K 0.01% 585
2025
Q2 		$1.09M Buy
6,318
+875
+16% +$160K 0.01% 601
2025
Q1 		$1.25M Buy
5,443
+1,973
+57% +$458K 0.02% 564
2024
Q4 		$787K Buy
3,470
+1,942
+127% +$448K 0.01% 577
2024
Q3 		$368K Sell
1,528
-451
-23% -$106K 0.01% 637
2024
Q2 		$462K Buy
+1,979
New +$466K 0.01% 596
2015
Q4 		– Sell
-205
Closed -$27K – 157
2015
Q3 		$27K Hold
205
– – 0.02% 213
2015
Q2 		$28K Buy
+205
New +$28.3K 0.02% 190
2014
Q2 		– Sell
-421
Closed -$48K – 723
2014
Q1 		$48K Sell
421
-56
-12% -$6.16K 0.02% 223
2013
Q4 		$51K Buy
477
+1
+0.2% +$104 0.02% 328
2013
Q3 		$46K Buy
+476
New +$46.6K 0.02% 263

Other funds holding BDX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Waverly Advisors's BDX Position: Q2 2026 in Review

Waverly Advisors reduced its Becton Dickinson (BDX) stake by 55% in Q2 2026, selling an estimated $1.45M and leaving 7,972 shares worth $1.21M. The position accounts for 0.01% of the portfolio, ranked #829.

Waverly Advisors first reported a position in BDX in Q3 2013 and has held it in 14 quarters since. The position peaked at $2.77M in Q1 2026. 1,436 funds tracked by Wall St. Rank hold BDX as of Q2 2026.

  • Waverly Advisors held 7,972 shares of Becton Dickinson worth $1.21M as of Q2 2026.
  • Waverly Advisors sold 9,668 Becton Dickinson shares in Q2 2026, an estimated $1.45M.
  • Becton Dickinson made up 0.01% of Waverly Advisors's portfolio in Q2 2026, its #829 holding.
  • Waverly Advisors first reported a position in Becton Dickinson in Q3 2013 and has held it in 14 quarters since.
  • Waverly Advisors's Becton Dickinson position peaked at $2.77M in Q1 2026.
  • 1,436 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.