Atria Wealth Solutions’s Becton Dickinson BDX Stock Holding History

Atria Wealth Solutions’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 Q2	$3.08M	Sell	17,850 -1,453	-8%	-$266K	0.07%	311
2025 Q1	$4.42M	Buy	19,303 +8,650	+81%	+$2.01M	0.05%	372
2024 Q4	$2.42M	Buy	10,653 +645	+6%	+$149K	0.03%	576
2024 Q3	$2.41M	Sell	10,008 -955	-9%	-$224K	0.03%	564
2024 Q2	$2.56M	Buy	10,963 +59	+0.5%	+$13.9K	0.03%	552
2024 Q1	$2.71M	Buy	10,904 +2,163	+25%	+$518K	0.03%	530
2023 Q4	$2.13M	Sell	8,741 -204	-2%	-$50.3K	0.03%	584
2023 Q3	$2.31M	Buy	8,945 +252	+3%	+$68.1K	0.03%	509
2023 Q2	$2.3M	Buy	8,693 +745	+9%	+$189K	0.03%	523
2023 Q1	$1.97M	Sell	7,948 -450	-5%	-$110K	0.03%	545
2022 Q4	$2.14M	Buy	8,398 +2,056	+32%	+$485K	0.03%	494
2022 Q3	$1.41M	Sell	6,342 -2,034	-24%	-$506K	0.02%	602
2022 Q2	$1.85M	Buy	8,376 +3,444	+70%	+$874K	0.04%	471
2022 Q1	$1.28M	Buy	+4,932	New	+$1.27M	0.02%	626

Other funds holding BDX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

First Eagle Investment Management

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return