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Ethos Financial Group’s Becton Dickinson BDX Stock Holding History

Ethos Financial 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
2025
Q2 		– Sell
-941
Closed -$213K – 479
2025
Q1 		$213K Hold
941
– – 0.02% 373
2024
Q4 		$213K Buy
941
+43
+5% +$9.93K 0.03% 270
2024
Q3 		$216K Sell
898
-1,288
-59% -$302K 0.04% 257
2024
Q2 		$511K Sell
2,186
-166
-7% -$39.1K 0.09% 130
2024
Q1 		$582K Buy
2,352
+32
+1% +$7.66K 0.11% 131
2023
Q4 		$566K Sell
2,320
-28
-1% -$6.9K 0.12% 128
2023
Q3 		$607K Buy
+2,348
New +$634K 0.16% 83

Other funds holding BDX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ethos Financial Group's BDX Position: Q2 2025 in Review

Ethos Financial Group sold out of Becton Dickinson (BDX) in Q2 2025, closing a stake of 941 shares — an estimated $213K sold.

Ethos Financial Group first reported a position in BDX in Q3 2023 and held it in 7 quarters. The position peaked at $607K in Q3 2023. 1,516 funds tracked by Wall St. Rank hold BDX as of Q2 2025.

  • Ethos Financial Group reported no remaining Becton Dickinson position as of Q2 2025 after selling out during the quarter.
  • Ethos Financial Group sold 941 Becton Dickinson shares in Q2 2025, an estimated $213K.
  • Ethos Financial Group first reported a position in Becton Dickinson in Q3 2023 and held it in 7 quarters.
  • Ethos Financial Group's Becton Dickinson position peaked at $607K in Q3 2023.
  • 1,516 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2025.

Based on Ethos Financial Group's 13F filing for Q2 2025, filed 6 Aug 2025.