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Fermata Advisors’s Becton Dickinson BDX Stock Holding History

Fermata Advisors’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
-880
Closed -$202K – 233
2025
Q1 		$202K Buy
+880
New +$204K 0.04% 272
2024
Q2 		– Sell
-1,238
Closed -$306K – 230
2024
Q1 		$306K Buy
1,238
+133
+12% +$31.8K 0.07% 162
2023
Q4 		$270K Buy
1,105
+236
+27% +$58.2K 0.06% 144
2023
Q3 		$225K Buy
+869
New +$235K 0.06% 141

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

Fermata Advisors's BDX Position: Q2 2025 in Review

Fermata Advisors sold out of Becton Dickinson (BDX) in Q2 2025, closing a stake of 880 shares — an estimated $202K sold.

Fermata Advisors first reported a position in BDX in Q3 2023 and held it in 4 quarters. The position peaked at $306K in Q1 2024. 1,516 funds tracked by Wall St. Rank hold BDX as of Q2 2025.

  • Fermata Advisors reported no remaining Becton Dickinson position as of Q2 2025 after selling out during the quarter.
  • Fermata Advisors sold 880 Becton Dickinson shares in Q2 2025, an estimated $202K.
  • Fermata Advisors first reported a position in Becton Dickinson in Q3 2023 and held it in 4 quarters.
  • Fermata Advisors's Becton Dickinson position peaked at $306K in Q1 2024.
  • 1,516 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2025.

Based on Fermata Advisors's 13F filing for Q2 2025, filed 9 Jul 2025.