UNITED CAPITAL FINANCIAL ADVISORS, LLC
Position in BDX — Becton Dickinson & Co
CIK 1463217
IRVING, TX
Position in BDX
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,658,933
+$47,023 QoQ
Shares Held
10,551
-0.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BDX Over Time
Shares Held
Position Value (USD)
Derivatives in BDX
reported options exposure · as of Mar 31, 2022CallValue
$0
CallShares
0
PutValue
$5,304,494
PutShares
26,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Medical Instruments & Supplies
Healthcare · as of Mar 31, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $372,671,994 across 13 Medical Instruments & Supplies names. BDX ranks #4 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RGEN |
Repligen Corp
|
2,773,980 | $326,830,323 | |
| 2 | ISRG |
Intuitive Surgical Inc
|
79,662 | $36,723,385 | |
| 3 | ALGN |
Align Technology Inc
|
16,054 | $2,752,137 | |
| 4 | BDX |
Becton Dickinson & Co
This page
|
10,551 | $1,658,933 | |
| 5 | RMD |
Resmed Inc
|
4,933 | $1,107,359 | |
| 6 | WST |
West Pharmaceutical Services Inc
|
3,693 | $925,613 | |
| 7 | HOLX |
HOLOGIC INC
|
8,414 | $636,014 | |
| 8 | ALC |
Alcon Inc
|
7,003 | $527,676 |
All Filings in BDX
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,658,933 | 10,551 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $1,611,910 | 10,565 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $1,576,082 | 10,711 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,280,635 | 9,457 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $1,698,501 | 9,432 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $3,189,378 | 17,882 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $1,920,080 | 10,130 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $1,653,057 | 8,997 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,675,929 | 8,615 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $1,762,016 | 9,192 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $1,497,116 | 7,366 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $40,785,180 | 196,503 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $38,632,583 | 198,516 | Shares | Defined | 2023-08-15 | |
| 2022-12-31 | $54,849,235 | 274,354 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $47,992,531 | 273,960 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $53,416,967 | 275,611 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $5,304,494 | 26,000 | Put | Defined | 2022-05-16 | |
| 2022-03-31 | $56,294,350 | 275,927 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $60,249,872 | 312,366 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $58,327,671 | 309,363 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $78,659,409 | 421,712 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $41,885,276 | 224,594 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $41,881,806 | 218,230 | Shares | Defined | 2021-02-17 | |
| 2020-12-31 | $20,535,001 | 107,000 | Put | Defined | 2021-02-17 | |
| 2020-09-30 | $38,695,775 | 216,828 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $39,735,187 | 216,520 | Shares | Defined | 2020-08-13 | |
| 2020-06-30 | $78,912 | 430 | Put | Defined | 2020-08-13 | |
| 2020-03-31 | $37,941,476 | 215,294 | Shares | Defined | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||