Cherry Tree Wealth Management’s Becton Dickinson BDX Stock Holding History

Cherry Tree 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
2026 Q3	$96.7K	Hold	540	–	–	0.02%	232
2026 Q2	$81.7K	Hold	540	–	–	0.02%	242
2026 Q1	$84.9K	Hold	540	–	–	0.02%	226
2025 Q4	$105K	Hold	540	–	–	0.02%	217
2025 Q3	$101K	Hold	540	–	–	0.02%	215
2025 Q2	$93K	Hold	540	–	–	0.02%	221
2025 Q1	$124K	Hold	540	–	–	0.03%	195
2024 Q4	$123K	Hold	540	–	–	0.03%	193
2024 Q3	$130K	Hold	540	–	–	0.03%	192
2024 Q2	$126K	Hold	540	–	–	0.03%	184
2024 Q1	$134K	Hold	540	–	–	0.03%	182
2023 Q4	$132K	Sell	540 -12	-2%	-$2.96K	0.04%	176
2023 Q3	$143K	Hold	552	–	–	0.04%	161
2023 Q2	$146K	Buy	+552	New	+$140K	0.04%	159

Other funds holding BDX

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

James Hambro & Partners London, United Kingdom $2.87B AUM 19.92% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

AMI Asset Management Los Angeles, California $1.74B AUM 24.77% 1-Year Est. Return

Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

Cherry Tree Wealth Management's BDX Position: Q3 2026 in Review

Cherry Tree Wealth Management held its Becton Dickinson (BDX) position steady in Q3 2026 at 540 shares worth $96.7K. The position accounts for 0.02% of the portfolio, ranked #232.

Cherry Tree Wealth Management first reported a position in BDX in Q2 2023 and has held it in 14 quarters since. The position peaked at $146K in Q2 2023. 379 funds tracked by Wall St. Rank hold BDX as of Q3 2026.

Cherry Tree Wealth Management held 540 shares of Becton Dickinson worth $96.7K as of Q3 2026.
Cherry Tree Wealth Management left its Becton Dickinson share count unchanged in Q3 2026.
Becton Dickinson made up 0.02% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #232 holding.
Cherry Tree Wealth Management first reported a position in Becton Dickinson in Q2 2023 and has held it in 14 quarters since.
Cherry Tree Wealth Management's Becton Dickinson position peaked at $146K in Q2 2023.
379 funds tracked by Wall St. Rank held Becton Dickinson as of Q3 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.