Claris Advisors’s Becton Dickinson BDX Stock Holding History

Claris 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	-1,350	Closed	-$309K	–	76
2025 Q1	$309K	Buy	1,350 +2	+0.1%	+$464	0.12%	57
2024 Q4	$306K	Buy	1,348 +1	+0.1%	+$231	0.12%	53
2024 Q3	$325K	Hold	1,347	–	–	0.14%	42
2024 Q2	$315K	Buy	1,347 +1	+0.1%	+$236	0.16%	41
2024 Q1	$333K	Hold	1,346	–	–	0.17%	38
2023 Q4	$328K	Hold	1,346	–	–	0.18%	37
2023 Q3	$348K	Hold	1,346	–	–	0.22%	31
2023 Q2	$355K	Hold	1,346	–	–	0.25%	29
2023 Q1	$333K	Sell	1,346 -27	-2%	-$6.61K	0.25%	29
2022 Q4	$349K	Buy	1,373 +4	+0.3%	+$944	0.33%	32
2022 Q3	$305K	Hold	1,369	–	–	0.35%	29
2022 Q2	$337K	Sell	1,369 -34	-2%	-$8.63K	0.36%	26
2022 Q1	$364K	Hold	1,403	–	–	0.39%	27
2021 Q4	$344K	Buy	+1,403	New	+$336K	0.36%	30

Other funds holding BDX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Claris Advisors's BDX Position: Q2 2025 in Review

Claris Advisors sold out of Becton Dickinson (BDX) in Q2 2025, closing a stake of 1,350 shares — an estimated $309K sold.

Claris Advisors first reported a position in BDX in Q4 2021 and held it in 14 quarters. The position peaked at $364K in Q1 2022. 1,516 funds tracked by Wall St. Rank hold BDX as of Q2 2025.

Claris Advisors reported no remaining Becton Dickinson position as of Q2 2025 after selling out during the quarter.
Claris Advisors sold 1,350 Becton Dickinson shares in Q2 2025, an estimated $309K.
Claris Advisors first reported a position in Becton Dickinson in Q4 2021 and held it in 14 quarters.
Claris Advisors's Becton Dickinson position peaked at $364K in Q1 2022.
1,516 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2025.

Based on Claris Advisors's 13F filing for Q2 2025, filed 17 Jul 2025.