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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 0.03% 471
2022
Q1 		$1.28M Buy
+4,932
New +$1.27M 0.02% 626

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Atria Wealth Solutions's BDX Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Becton Dickinson (BDX) stake by 7.5% in Q2 2025, selling an estimated $266K and leaving 17,850 shares worth $3.08M. The position accounts for 0.07% of the portfolio, ranked #311.

Atria Wealth Solutions first reported a position in BDX in Q1 2022 and has held it in 14 quarters since. The position peaked at $4.42M in Q1 2025. 1,518 funds tracked by Wall St. Rank hold BDX as of Q2 2025.

  • Atria Wealth Solutions held 17,850 shares of Becton Dickinson worth $3.08M as of Q2 2025.
  • Atria Wealth Solutions sold 1,453 Becton Dickinson shares in Q2 2025, an estimated $266K.
  • Becton Dickinson made up 0.07% of Atria Wealth Solutions's portfolio in Q2 2025, its #311 holding.
  • Atria Wealth Solutions first reported a position in Becton Dickinson in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Becton Dickinson position peaked at $4.42M in Q1 2025.
  • 1,518 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.