CPWA
BDX icon

Cerro Pacific Wealth Advisors’s Becton Dickinson BDX Stock Holding History

Cerro Pacific Wealth Advisors’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
-1,193
Closed -$271K – 160
2025
Q1 		$271K Sell
1,193
-591
-33% -$137K 0.09% 135
2024
Q4 		$430K Sell
1,784
-39
-2% -$9.01K 0.14% 108
2024
Q3 		$426K Hold
1,823
– – 0.16% 105
2024
Q2 		$426K Buy
+1,823
New +$429K 0.16% 106
2023
Q1 		$333K Buy
1,344
+536
+66% +$131K 0.18% 110
2022
Q4 		$205K Sell
808
-201
-20% -$47.4K 0.11% 153
2022
Q3 		$225K Buy
+1,009
New +$251K 0.14% 137
2020
Q4 		$1.19M Buy
+4,859
New +$1.13M 0.71% 41

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 $3.38T AUM 44.17% 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

Cerro Pacific Wealth Advisors's BDX Position: Q2 2025 in Review

Cerro Pacific Wealth Advisors sold out of Becton Dickinson (BDX) in Q2 2025, closing a stake of 1,193 shares — an estimated $271K sold.

Cerro Pacific Wealth Advisors first reported a position in BDX in Q4 2020 and held it in 8 quarters. The position peaked at $1.19M in Q4 2020. 1,519 funds tracked by Wall St. Rank hold BDX as of Q2 2025.

  • Cerro Pacific Wealth Advisors reported no remaining Becton Dickinson position as of Q2 2025 after selling out during the quarter.
  • Cerro Pacific Wealth Advisors sold 1,193 Becton Dickinson shares in Q2 2025, an estimated $271K.
  • Cerro Pacific Wealth Advisors first reported a position in Becton Dickinson in Q4 2020 and held it in 8 quarters.
  • Cerro Pacific Wealth Advisors's Becton Dickinson position peaked at $1.19M in Q4 2020.
  • 1,519 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2025.

Based on Cerro Pacific Wealth Advisors's 13F filing for Q2 2025, filed 25 Jul 2025.