Concurrent Investment Advisors’s Becton Dickinson BDX Stock Holding History

Concurrent Investment 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
2026 Q2	$2.43M	Buy	16,030 +689	+4%	+$103K	0.02%	659
2026 Q1	$2.41M	Sell	15,341 -2,493	-14%	-$458K	0.03%	558
2025 Q4	$3.46M	Buy	17,834 +4,196	+31%	+$799K	0.04%	419
2025 Q3	$2.55M	Sell	13,638 -104	-0.8%	-$19.3K	0.04%	395
2025 Q2	$2.37M	Buy	13,742 +2,319	+20%	+$425K	0.05%	390
2025 Q1	$2.62M	Buy	11,423 +673	+6%	+$156K	0.06%	318
2024 Q4	$2.44M	Buy	10,750 +1,438	+15%	+$332K	0.07%	284
2024 Q3	$2.25M	Buy	9,312 +137	+1%	+$32.1K	0.07%	282
2024 Q2	$2.14M	Buy	9,175 +1,285	+16%	+$303K	0.07%	253
2024 Q1	$1.95M	Sell	7,890 -136	-2%	-$32.6K	0.08%	246
2023 Q4	$1.96M	Buy	+8,026	New	+$1.98M	0.09%	230

Other funds holding BDX

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

JHP

James Hambro & Partners London, United Kingdom $2.76B AUM 19.67% 1-Year Est. Return

AAM

AMI Asset Management Los Angeles, California $1.74B AUM 26.89% 1-Year Est. Return

DDPIC

Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Concurrent Investment Advisors's BDX Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Becton Dickinson (BDX) stake by 4.5% in Q2 2026, buying an estimated $103K and bringing the position to 16,030 shares worth $2.43M. The position accounts for 0.02% of the portfolio, ranked #659.

Concurrent Investment Advisors first reported a position in BDX in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.46M in Q4 2025. 448 funds tracked by Wall St. Rank hold BDX as of Q2 2026.

Concurrent Investment Advisors held 16,030 shares of Becton Dickinson worth $2.43M as of Q2 2026.
Concurrent Investment Advisors bought 689 Becton Dickinson shares in Q2 2026, an estimated $103K.
Becton Dickinson made up 0.02% of Concurrent Investment Advisors's portfolio in Q2 2026, its #659 holding.
Concurrent Investment Advisors first reported a position in Becton Dickinson in Q4 2023 and has held it in 11 quarters since.
Concurrent Investment Advisors's Becton Dickinson position peaked at $3.46M in Q4 2025.
448 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.