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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Everhart Financial Group's BDX Position: Q2 2026 in Review

Everhart Financial Group reduced its Becton Dickinson (BDX) stake by 47% in Q2 2026, selling an estimated $181K and leaving 1,391 shares worth $211K. The position accounts for 0.01% of the portfolio, ranked #449.

Everhart Financial Group first reported a position in BDX in Q2 2022 and has held it in 9 quarters since. The position peaked at $409K in Q1 2026. 1,432 funds tracked by Wall St. Rank hold BDX as of Q2 2026.

Everhart Financial Group held 1,391 shares of Becton Dickinson worth $211K as of Q2 2026.
Everhart Financial Group sold 1,211 Becton Dickinson shares in Q2 2026, an estimated $181K.
Becton Dickinson made up 0.01% of Everhart Financial Group's portfolio in Q2 2026, its #449 holding.
Everhart Financial Group first reported a position in Becton Dickinson in Q2 2022 and has held it in 9 quarters since.
Everhart Financial Group's Becton Dickinson position peaked at $409K in Q1 2026.
1,432 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.