UNITED CAPITAL FINANCIAL ADVISORS, LLC
Position in BDX — Becton Dickinson & Co
CIK 1463217
IRVING, TX
Position in BDX
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$1,548,257
-$110,676 QoQ
Shares Held
10,231
-3.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#537
of 1,437 holders
Holding Since
Mar 2020
26 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
$6,915,999
PutShares
33,899
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 Jun 30, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $429,374,916 across 11 Medical Instruments & Supplies names. BDX ranks #4 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RGEN |
Repligen Corp
|
2,790,650 | $380,756,286 | |
| 2 | ISRG |
Intuitive Surgical Inc
|
100,190 | $39,843,559 | |
| 3 | ALGN |
Align Technology Inc
|
14,642 | $2,469,519 | |
| 4 | BDX |
Becton Dickinson & Co
This page
|
10,231 | $1,548,257 | |
| 5 | WST |
West Pharmaceutical Services Inc
|
3,712 | $1,332,608 | |
| 6 | RMD |
Resmed Inc
|
5,671 | $1,105,164 | |
| 7 | SOLV |
Solventum Corp
|
8,188 | $631,704 | |
| 8 | BAX |
Baxter International Inc
|
29,035 | $619,026 |
All Filings in BDX
Export CSV
29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,548,257 | 10,231 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $1,658,933 | 10,551 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $2,050,350 | 10,565 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $2,004,777 | 10,711 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,628,968 | 9,457 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $2,160,493 | 9,432 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $4,056,888 | 17,882 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $2,442,342 | 10,130 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $2,102,689 | 8,997 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $2,131,782 | 8,615 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $2,241,284 | 9,192 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $1,904,332 | 7,366 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $51,878,749 | 196,503 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $49,140,646 | 198,516 | Shares | Defined | 2023-08-15 | |
| 2022-12-31 | $69,768,227 | 274,354 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $61,046,500 | 273,960 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $67,946,382 | 275,611 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $6,915,999 | 26,000 | Put | Defined | 2022-05-16 | |
| 2022-03-31 | $73,396,574 | 275,927 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $78,553,783 | 312,366 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $76,047,617 | 309,363 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $102,556,137 | 421,712 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $54,610,023 | 224,594 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $54,605,499 | 218,230 | Shares | Defined | 2021-02-17 | |
| 2020-12-31 | $26,773,534 | 107,000 | Put | Defined | 2021-02-17 | |
| 2020-09-30 | $50,451,551 | 216,828 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $51,806,737 | 216,520 | Shares | Defined | 2020-08-13 | |
| 2020-06-30 | $102,886 | 430 | Put | Defined | 2020-08-13 | |
| 2020-03-31 | $49,468,097 | 215,294 | Shares | Defined | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||