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Berger Financial Group’s Becton Dickinson BDX Stock Holding History

Berger Financial Group’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 		– Sell
-1,301
Closed -$298K – 421
2025
Q1 		$298K Sell
1,301
-237
-15% -$55K 0.02% 333
2024
Q4 		$349K Sell
1,538
-205
-12% -$47.3K 0.02% 306
2024
Q3 		$420K Sell
1,743
-267
-13% -$62.6K 0.03% 254
2024
Q2 		$470K Sell
2,010
-260
-11% -$61.3K 0.04% 223
2024
Q1 		$562K Buy
2,270
+163
+8% +$39K 0.05% 194
2023
Q4 		$514K Sell
2,107
-163
-7% -$40.2K 0.05% 164
2023
Q3 		$587K Sell
2,270
-189
-8% -$51.1K 0.07% 143
2023
Q2 		$649K Hold
2,459
– – 0.07% 139
2023
Q1 		$609K Sell
2,459
-288
-10% -$70.5K 0.07% 140
2022
Q4 		$699K Sell
2,747
-408
-13% -$96.3K 0.09% 130
2022
Q3 		$703K Sell
3,155
-673
-18% -$167K 0.1% 117
2022
Q2 		$944K Sell
3,828
-540
-12% -$137K 0.14% 96
2022
Q1 		$1.13M Sell
4,368
-171
-4% -$44K 0.14% 92
2021
Q4 		$1.11M Buy
+4,539
New +$1.09M 0.15% 97

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

Berger Financial Group's BDX Position: Q2 2025 in Review

Berger Financial Group sold out of Becton Dickinson (BDX) in Q2 2025, closing a stake of 1,301 shares — an estimated $298K sold.

Berger Financial Group first reported a position in BDX in Q4 2021 and held it in 14 quarters. The position peaked at $1.13M in Q1 2022. 1,516 funds tracked by Wall St. Rank hold BDX as of Q2 2025.

  • Berger Financial Group reported no remaining Becton Dickinson position as of Q2 2025 after selling out during the quarter.
  • Berger Financial Group sold 1,301 Becton Dickinson shares in Q2 2025, an estimated $298K.
  • Berger Financial Group first reported a position in Becton Dickinson in Q4 2021 and held it in 14 quarters.
  • Berger Financial Group's Becton Dickinson position peaked at $1.13M in Q1 2022.
  • 1,516 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2025.

Based on Berger Financial Group's 13F filing for Q2 2025, filed 22 Jul 2025.