Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s Becton Dickinson BDX Stock Holding History

Wealth Enhancement Advisory Services’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 		$12.4M Sell
83,994
-7,120
-8% -$1.06M 0.02% 588
2026
Q1 		$12.5M Buy
91,114
+1,540
+2% +$283K 0.03% 527
2025
Q4 		$18.5M Sell
89,574
-4,305
-5% -$819K 0.03% 500
2025
Q3 		$18.1M Buy
93,879
+3,654
+4% +$679K 0.03% 478
2025
Q2 		$15.9M Buy
90,225
+8,115
+10% +$1.49M 0.03% 492
2025
Q1 		$18.8M Buy
82,110
+27,581
+51% +$6.4M 0.04% 413
2024
Q4 		$12.4M Buy
54,529
+9,892
+22% +$2.28M 0.02% 502
2024
Q3 		$10.8M Sell
44,637
-453
-1% -$106K 0.02% 496
2024
Q2 		$10.5M Sell
45,090
-2,601
-5% -$613K 0.03% 477
2024
Q1 		$11.8M Sell
47,691
-1,454
-3% -$348K 0.03% 428
2023
Q4 		$12M Sell
49,145
-27,126
-36% -$6.69M 0.03% 391
2023
Q3 		$19.7M Buy
76,271
+74,767
+4,971% +$20.2M 0.06% 281
2023
Q2 		$397K Sell
1,504
-739
-33% -$188K ﹤0.01% 382
2023
Q1 		$555K Buy
+2,243
New +$549K 0.01% 378
2022
Q4 		– Sell
-6,679
Closed -$1.49M – 323
2022
Q3 		$1.49M Buy
+6,679
New +$1.66M 0.02% 197
2017
Q3 		– Sell
-26,780
Closed -$5.16M – 142
2017
Q2 		$5.16M Sell
26,780
-376
-1% -$68.7K 0.48% 34
2017
Q1 		$4.88M Buy
27,156
+17,730
+188% +$3.09M 0.52% 35
2016
Q4 		$1.52M Buy
+9,426
New +$1.56M 0.18% 68

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 Enhancement Advisory Services's BDX Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Becton Dickinson (BDX) stake by 7.8% in Q2 2026, selling an estimated $1.06M and leaving 83,994 shares worth $12.4M. The position accounts for 0.02% of the portfolio, ranked #588.

Wealth Enhancement Advisory Services first reported a position in BDX in Q4 2016 and has held it in 18 quarters since. The position peaked at $19.7M in Q3 2023. 1,436 funds tracked by Wall St. Rank hold BDX as of Q2 2026.

  • Wealth Enhancement Advisory Services held 83,994 shares of Becton Dickinson worth $12.4M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 7,120 Becton Dickinson shares in Q2 2026, an estimated $1.06M.
  • Becton Dickinson made up 0.02% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #588 holding.
  • Wealth Enhancement Advisory Services first reported a position in Becton Dickinson in Q4 2016 and has held it in 18 quarters since.
  • Wealth Enhancement Advisory Services's Becton Dickinson position peaked at $19.7M in Q3 2023.
  • 1,436 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.