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Avantax Advisory Services’s Becton Dickinson BDX Stock Holding History

Avantax Advisory Services’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 		$3.89M Sell
22,594
-1,625
-7% -$298K 0.02% 538
2025
Q1 		$5.55M Buy
24,219
+5,659
+30% +$1.31M 0.03% 390
2024
Q4 		$4.21M Buy
18,560
+6,057
+48% +$1.4M 0.03% 454
2024
Q3 		$3.01M Sell
12,503
-269
-2% -$63K 0.02% 542
2024
Q2 		$2.98M Buy
12,772
+6,418
+101% +$1.51M 0.02% 528
2024
Q1 		$1.57M Buy
6,354
+301
+5% +$72.1K 0.01% 610
2023
Q4 		$1.48M Buy
6,053
+432
+8% +$106K 0.01% 595
2023
Q3 		$1.45M Sell
5,621
-103
-2% -$27.8K 0.02% 561
2023
Q2 		$1.51M Sell
5,724
-32
-0.6% -$8.13K 0.02% 553
2023
Q1 		$1.42M Sell
5,756
-196
-3% -$48K 0.02% 546
2022
Q4 		$1.51M Buy
5,952
+1,560
+36% +$368K 0.02% 498
2022
Q3 		$979K Buy
4,392
+1,600
+57% +$398K 0.02% 563
2022
Q2 		$688K Buy
2,792
+105
+4% +$26.7K 0.01% 655
2022
Q1 		$699K Sell
2,687
-42
-2% -$10.8K 0.01% 658
2021
Q4 		$670K Buy
2,729
+205
+8% +$49.1K 0.01% 657
2021
Q3 		$601K Sell
2,524
-208
-8% -$51K 0.01% 653
2021
Q2 		$646K Buy
2,732
+268
+11% +$64.2K 0.01% 605
2021
Q1 		$584K Buy
2,464
+34
+1% +$8.31K 0.01% 578
2020
Q4 		$597K Sell
2,430
-3,364
-58% -$784K 0.01% 501
2020
Q3 		$1.31M Buy
5,794
+4,238
+272% +$1.04M 0.02% 454
2020
Q2 		$362K Buy
1,556
+261
+20% +$62.9K 0.01% 577
2020
Q1 		$287K Buy
1,295
+74
+6% +$18.3K 0.01% 591
2019
Q4 		$325K Buy
1,221
+387
+46% +$96.5K 0.01% 603
2019
Q3 		$209K Buy
+834
New +$206K 0.01% 531

Other funds holding BDX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
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 $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Avantax Advisory Services's BDX Position: Q2 2025 in Review

Avantax Advisory Services reduced its Becton Dickinson (BDX) stake by 6.7% in Q2 2025, selling an estimated $298K and leaving 22,594 shares worth $3.89M. The position accounts for 0.02% of the portfolio, ranked #538.

Avantax Advisory Services first reported a position in BDX in Q3 2019 and has held it in 24 quarters since. The position peaked at $5.55M in Q1 2025. 1,516 funds tracked by Wall St. Rank hold BDX as of Q2 2025.

  • Avantax Advisory Services held 22,594 shares of Becton Dickinson worth $3.89M as of Q2 2025.
  • Avantax Advisory Services sold 1,625 Becton Dickinson shares in Q2 2025, an estimated $298K.
  • Becton Dickinson made up 0.02% of Avantax Advisory Services's portfolio in Q2 2025, its #538 holding.
  • Avantax Advisory Services first reported a position in Becton Dickinson in Q3 2019 and has held it in 24 quarters since.
  • Avantax Advisory Services's Becton Dickinson position peaked at $5.55M in Q1 2025.
  • 1,516 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.