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Wealth Alliance’s Becton Dickinson BDX Stock Holding History

Wealth Alliance’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 		$235K Sell
1,555
-646
-29% -$96.6K 0.02% 513
2026
Q1 		$346K Buy
2,201
+50
+2% +$9.18K 0.03% 392
2025
Q4 		$417K Buy
2,151
+409
+23% +$77.8K 0.04% 345
2025
Q3 		$326K Sell
1,742
-225
-11% -$41.8K 0.03% 396
2025
Q2 		$339K Buy
1,967
+238
+14% +$43.6K 0.04% 375
2025
Q1 		$396K Buy
1,729
+246
+17% +$57.1K 0.05% 329
2024
Q4 		$337K Buy
1,483
+193
+15% +$44.6K 0.04% 351
2024
Q3 		$311K Buy
1,290
+147
+13% +$34.5K 0.04% 389
2024
Q2 		$267K Buy
1,143
+4
+0.4% +$942 0.03% 419
2024
Q1 		$282K Sell
1,139
-122
-10% -$29.2K 0.04% 414
2023
Q4 		$307K Buy
1,261
+33
+3% +$8.13K 0.04% 376
2023
Q3 		$318K Sell
1,228
-74
-6% -$20K 0.05% 335
2023
Q2 		$344K Sell
1,302
-7
-0.5% -$1.78K 0.05% 333
2023
Q1 		$324K Buy
1,309
+65
+5% +$15.9K 0.05% 337
2022
Q4 		$316K Buy
1,244
+93
+8% +$22K 0.06% 332
2022
Q3 		$257K Sell
1,151
-77
-6% -$19.2K 0.05% 363
2022
Q2 		$303K Buy
1,228
+139
+13% +$35.3K 0.06% 321
2022
Q1 		$282K Buy
1,089
+62
+6% +$16K 0.06% 339
2021
Q4 		$252K Buy
1,027
+1
+0.1% +$240 0.05% 369
2021
Q3 		$246K Sell
1,026
-273
-21% -$67K 0.06% 359
2021
Q2 		$308K Sell
1,299
-291
-18% -$69.8K 0.07% 319
2021
Q1 		$377K Sell
1,590
-247
-13% -$60.3K 0.11% 234
2020
Q4 		$448K Sell
1,837
-85
-4% -$19.8K 0.13% 184
2020
Q3 		$436K Sell
1,922
-367
-16% -$90.2K 0.16% 162
2020
Q2 		$534K Sell
2,289
-1,268
-36% -$306K 0.21% 125
2020
Q1 		$797K Buy
+3,557
New +$878K 0.43% 64

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

Wealth Alliance's BDX Position: Q2 2026 in Review

Wealth Alliance reduced its Becton Dickinson (BDX) stake by 29% in Q2 2026, selling an estimated $96.6K and leaving 1,555 shares worth $235K. The position accounts for 0.02% of the portfolio, ranked #513.

Wealth Alliance first reported a position in BDX in Q1 2020 and has held it in 26 quarters since. The position peaked at $797K in Q1 2020. 1,442 funds tracked by Wall St. Rank hold BDX as of Q2 2026.

  • Wealth Alliance held 1,555 shares of Becton Dickinson worth $235K as of Q2 2026.
  • Wealth Alliance sold 646 Becton Dickinson shares in Q2 2026, an estimated $96.6K.
  • Becton Dickinson made up 0.02% of Wealth Alliance's portfolio in Q2 2026, its #513 holding.
  • Wealth Alliance first reported a position in Becton Dickinson in Q1 2020 and has held it in 26 quarters since.
  • Wealth Alliance's Becton Dickinson position peaked at $797K in Q1 2020.
  • 1,442 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2026.

Based on Wealth Alliance's 13F filing for Q2 2026, filed 11 Aug 2026.