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Crestwood Advisors Group’s Becton Dickinson BDX Stock Holding History

Crestwood Advisors Group’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 		$354K Buy
2,341
+25
+1% +$3.74K 0.01% 617
2026
Q1 		$364K Buy
2,316
+511
+28% +$93.8K 0.01% 517
2025
Q4 		$350K Buy
1,805
+412
+30% +$78.4K 0.01% 481
2025
Q3 		$261K Buy
+1,393
New +$259K ﹤0.01% 493
2025
Q2 		– Sell
-940
Closed -$215K – 534
2025
Q1 		$215K Buy
940
+43
+5% +$9.98K ﹤0.01% 476
2024
Q4 		$203K Sell
897
-22
-2% -$5.08K ﹤0.01% 446
2024
Q3 		$222K Buy
+919
New +$215K ﹤0.01% 413
2024
Q2 		– Sell
-831
Closed -$206K – 429
2024
Q1 		$206K Buy
+831
New +$199K ﹤0.01% 406
2023
Q3 		– Sell
-1,042
Closed -$275K – 366
2023
Q2 		$275K Sell
1,042
-21
-2% -$5.33K 0.01% 221
2023
Q1 		$263K Sell
1,063
-344
-24% -$84.2K 0.01% 231
2022
Q4 		$358K Buy
1,407
+310
+28% +$73.2K 0.01% 214
2022
Q3 		$244K Buy
+1,097
New +$273K 0.01% 235
2018
Q2 		– Sell
-1,426
Closed -$301K – 179
2018
Q1 		$301K Buy
+1,426
New +$312K 0.02% 131
2017
Q2 		– Sell
-564
Closed -$102K – 184
2017
Q1 		$102K Buy
+564
New +$98.3K 0.01% 192

Other funds holding BDX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Crestwood Advisors Group's BDX Position: Q2 2026 in Review

Crestwood Advisors Group increased its Becton Dickinson (BDX) stake by 1.1% in Q2 2026, buying an estimated $3.74K and bringing the position to 2,341 shares worth $354K. The position accounts for 0.01% of the portfolio, ranked #617.

Crestwood Advisors Group first reported a position in BDX in Q1 2017 and has held it in 14 quarters since. The position peaked at $364K in Q1 2026. 1,432 funds tracked by Wall St. Rank hold BDX as of Q2 2026.

  • Crestwood Advisors Group held 2,341 shares of Becton Dickinson worth $354K as of Q2 2026.
  • Crestwood Advisors Group bought 25 Becton Dickinson shares in Q2 2026, an estimated $3.74K.
  • Becton Dickinson made up 0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #617 holding.
  • Crestwood Advisors Group first reported a position in Becton Dickinson in Q1 2017 and has held it in 14 quarters since.
  • Crestwood Advisors Group's Becton Dickinson position peaked at $364K in Q1 2026.
  • 1,432 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.