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Congress Wealth Management’s Becton Dickinson BDX Stock Holding History

Congress 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
Q2 		$996K Buy
5,779
+179
+3% +$32.8K 0.01% 706
2025
Q1 		$1.28M Buy
5,600
+2,578
+85% +$598K 0.02% 574
2024
Q4 		$686K Sell
3,022
-95
-3% -$21.9K 0.01% 578
2024
Q3 		$752K Sell
3,117
-426
-12% -$99.8K 0.01% 563
2024
Q2 		$828K Buy
3,543
+1,728
+95% +$407K 0.01% 458
2024
Q1 		$449K Buy
1,815
+6
+0.3% +$1.44K 0.01% 459
2023
Q4 		$441K Buy
1,809
+133
+8% +$32.8K 0.01% 482
2023
Q3 		$434K Buy
1,676
+14
+0.8% +$3.78K 0.01% 472
2023
Q2 		$439K Buy
1,662
+62
+4% +$15.7K 0.01% 433
2023
Q1 		$396K Buy
1,600
+84
+6% +$20.6K 0.01% 446
2022
Q4 		$386K Buy
1,516
+123
+9% +$29K 0.01% 443
2022
Q3 		$310K Buy
1,393
+107
+8% +$26.6K 0.01% 468
2022
Q2 		$317K Buy
1,286
+19
+1% +$4.82K 0.01% 465
2022
Q1 		$329K Sell
1,267
-191
-13% -$49.2K 0.01% 499
2021
Q4 		$358K Buy
+1,458
New +$349K 0.01% 504

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

Congress Wealth Management's BDX Position: Q2 2025 in Review

Congress Wealth Management increased its Becton Dickinson (BDX) stake by 3.2% in Q2 2025, buying an estimated $32.8K and bringing the position to 5,779 shares worth $996K. The position accounts for 0.01% of the portfolio, ranked #706.

Congress Wealth Management first reported a position in BDX in Q4 2021 and has held it in 15 quarters since. The position peaked at $1.28M in Q1 2025. 1,519 funds tracked by Wall St. Rank hold BDX as of Q2 2025.

  • Congress Wealth Management held 5,779 shares of Becton Dickinson worth $996K as of Q2 2025.
  • Congress Wealth Management bought 179 Becton Dickinson shares in Q2 2025, an estimated $32.8K.
  • Becton Dickinson made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #706 holding.
  • Congress Wealth Management first reported a position in Becton Dickinson in Q4 2021 and has held it in 15 quarters since.
  • Congress Wealth Management's Becton Dickinson position peaked at $1.28M in Q1 2025.
  • 1,519 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.