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Arete Wealth Advisors’s Becton Dickinson BDX Stock Holding History

Arete Wealth Advisors’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
2025
Q4 		– Sell
-4,452
Closed -$833K – 392
2025
Q3 		$833K Buy
4,452
+249
+6% +$46.3K 0.05% 318
2025
Q2 		$724K Buy
4,203
+627
+18% +$115K 0.05% 314
2025
Q1 		$819K Buy
3,576
+203
+6% +$47.1K 0.06% 274
2024
Q4 		$763K Buy
3,373
+174
+5% +$40.2K 0.06% 307
2024
Q3 		$767K Buy
+3,199
New +$750K 0.07% 273
2023
Q1 		– Sell
-1,129
Closed -$287K – 662
2022
Q4 		$287K Sell
1,129
-243
-18% -$57.4K 0.03% 465
2022
Q3 		$306K Sell
1,372
-920
-40% -$229K 0.03% 399
2022
Q2 		$567K Buy
2,292
+695
+44% +$176K 0.06% 219
2022
Q1 		$414K Buy
1,597
+1
+0.1% +$257 0.03% 321
2021
Q4 		$392K Buy
1,596
+246
+18% +$58.9K 0.03% 334
2021
Q3 		$324K Buy
+1,350
New +$331K 0.04% 315
2021
Q2 		– Sell
-1,738
Closed -$412K – 381
2021
Q1 		$412K Sell
1,738
-25
-1% -$6.11K 0.05% 269
2020
Q4 		$430K Sell
1,763
-255
-13% -$59.5K 0.06% 256
2020
Q3 		$459K Hold
2,018
– – 0.07% 221
2020
Q2 		$471K Buy
2,018
+1,003
+99% +$242K 0.08% 227
2020
Q1 		$226K Sell
1,015
-136
-12% -$33.6K 0.04% 286
2019
Q4 		$306K Buy
1,151
+4
+0.3% +$997 0.05% 289
2019
Q3 		$283K Buy
1,147
+93
+9% +$23K 0.05% 301
2019
Q2 		$260K Buy
+1,054
New +$245K 0.05% 321
2018
Q1 		– Sell
-1,202
Closed -$251K – 322
2017
Q4 		$251K Buy
1,202
+71
+6% +$14.9K 0.08% 261
2017
Q3 		$216K Sell
1,131
-26
-2% -$5.04K 0.09% 238
2017
Q2 		$220K Buy
+1,157
New +$211K 0.1% 213

Other funds holding BDX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Arete Wealth Advisors's BDX Position: Q4 2025 in Review

Arete Wealth Advisors sold out of Becton Dickinson (BDX) in Q4 2025, closing a stake of 4,452 shares — an estimated $833K sold.

Arete Wealth Advisors first reported a position in BDX in Q2 2017 and held it in 22 quarters. The position peaked at $833K in Q3 2025. 1,551 funds tracked by Wall St. Rank hold BDX as of Q4 2025.

  • Arete Wealth Advisors reported no remaining Becton Dickinson position as of Q4 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 4,452 Becton Dickinson shares in Q4 2025, an estimated $833K.
  • Arete Wealth Advisors first reported a position in Becton Dickinson in Q2 2017 and held it in 22 quarters.
  • Arete Wealth Advisors's Becton Dickinson position peaked at $833K in Q3 2025.
  • 1,551 funds tracked by Wall St. Rank held Becton Dickinson as of Q4 2025.

Based on Arete Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.