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CarsonAllaria Wealth Management’s Becton Dickinson BDX Stock Holding History

CarsonAllaria Wealth Management’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
Q3 		– Sell
-754
Closed -$130K – 101
2025
Q2 		$130K Sell
754
-37
-5% -$6.78K 0.07% 92
2025
Q1 		$181K Buy
791
+246
+45% +$57.1K 0.11% 72
2024
Q4 		$124K Buy
+545
New +$126K 0.07% 89

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
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

CarsonAllaria Wealth Management's BDX Position: Q3 2025 in Review

CarsonAllaria Wealth Management sold out of Becton Dickinson (BDX) in Q3 2025, closing a stake of 754 shares — an estimated $130K sold.

CarsonAllaria Wealth Management first reported a position in BDX in Q4 2024 and held it in 3 quarters. The position peaked at $181K in Q1 2025. 1,478 funds tracked by Wall St. Rank hold BDX as of Q3 2025.

  • CarsonAllaria Wealth Management reported no remaining Becton Dickinson position as of Q3 2025 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 754 Becton Dickinson shares in Q3 2025, an estimated $130K.
  • CarsonAllaria Wealth Management first reported a position in Becton Dickinson in Q4 2024 and held it in 3 quarters.
  • CarsonAllaria Wealth Management's Becton Dickinson position peaked at $181K in Q1 2025.
  • 1,478 funds tracked by Wall St. Rank held Becton Dickinson as of Q3 2025.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.