Mission Hills Financial Advisory, LLC BDX BECTON DICKINSON & CO

Ownership history in Mission Hills Financial Advisory, LLC  ·  5 quarters on record

AI Ownership Summary

Mission Hills Financial Advisory, LLC reported BECTON DICKINSON & CO (BDX) in 5 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 0.21% in 2024 Q3. The latest visible filing shows BDX at 0.11% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BDX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Mission Hills Financial Advisory, LLC's position in BECTON DICKINSON & CO, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

BDX was reported at 0.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.21% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Mission Hills Financial Advisory, LLC held BDX — position size vs. price
% of Fund (quarterly)    BDX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 1,095 0% 0.11% $213K 2026-02-02 $156.62
2025 Q3 UNCHANGED 1,095 0% 0.11% $205K 2025-11-04 $138.13
2025 Q1 UNCHANGED 1,095 0% 0.17% $251K 2025-04-23 $154.32
2024 Q4 UNCHANGED 1,095 0% 0.19% $248K 2025-01-16 $179.42
2024 Q3 INITIATED 1,095 0.21% $249K 2024-11-12 $174.77

FAQ About Mission Hills Financial Advisory, LLC and BDX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Mission Hills Financial Advisory, LLC reported owning BDX?

Mission Hills Financial Advisory, LLC reported BDX across 5 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported BDX position in Mission Hills Financial Advisory, LLC's portfolio?

The largest reported portfolio weight for BDX was 0.21% in 2024 Q3.

What is the latest reported BDX position on this page?

The most recent filing on this page is 2025 Q4, when Mission Hills Financial Advisory, LLC reported 1,095 shares, equal to 0.11% of portfolio, with an estimated market value of $213K.

What does the chart on this BDX ownership page compare?

The chart compares Mission Hills Financial Advisory, LLC's quarterly BDX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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