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Everhart Financial Group’s Becton Dickinson BDX Stock Holding History

Everhart 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
2026
Q3 		$233K Sell
1,300
-91
-7% -$15.8K 0.01% 433
2026
Q2 		$211K Sell
1,391
-1,211
-47% -$181K 0.01% 449
2026
Q1 		$409K Buy
2,602
+1,178
+83% +$216K 0.03% 311
2025
Q4 		$276K Buy
1,424
+350
+33% +$66.6K 0.03% 342
2025
Q3 		$201K Buy
+1,074
New +$200K 0.02% 382
2024
Q4 		– Sell
-987
Closed -$238K – 313
2024
Q3 		$238K Buy
987
+23
+2% +$5.39K 0.05% 294
2024
Q2 		$225K Buy
+964
New +$227K 0.06% 271
2023
Q4 		– Sell
-907
Closed -$234K – 242
2023
Q3 		$234K Buy
+907
New +$245K 0.1% 184
2022
Q4 		– Sell
-1,090
Closed -$243K – 189
2022
Q3 		$243K Sell
1,090
-69
-6% -$17.2K 0.13% 155
2022
Q2 		$286K Buy
+1,159
New +$294K 0.17% 123

Other funds holding BDX

CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
DIM
DLK Investment Management Solana Beach, California $275M AUM 10.69% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return

Everhart Financial Group's BDX Position: Q3 2026 in Review

Everhart Financial Group reduced its Becton Dickinson (BDX) stake by 6.5% in Q3 2026, selling an estimated $15.8K and leaving 1,300 shares worth $233K. The position accounts for 0.01% of the portfolio, ranked #433.

Everhart Financial Group first reported a position in BDX in Q2 2022 and has held it in 10 quarters since. The position peaked at $409K in Q1 2026. 63 funds tracked by Wall St. Rank hold BDX as of Q3 2026.

  • Everhart Financial Group held 1,300 shares of Becton Dickinson worth $233K as of Q3 2026.
  • Everhart Financial Group sold 91 Becton Dickinson shares in Q3 2026, an estimated $15.8K.
  • Becton Dickinson made up 0.01% of Everhart Financial Group's portfolio in Q3 2026, its #433 holding.
  • Everhart Financial Group first reported a position in Becton Dickinson in Q2 2022 and has held it in 10 quarters since.
  • Everhart Financial Group's Becton Dickinson position peaked at $409K in Q1 2026.
  • 63 funds tracked by Wall St. Rank held Becton Dickinson as of Q3 2026.

Based on Everhart Financial Group's 13F filing for Q3 2026, filed 8 Oct 2026.