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Gratus Wealth Advisors’s Becton Dickinson BDX Stock Holding History

Gratus Wealth 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
Q4 		– Sell
-1,084
Closed -$203K – 129
2025
Q3 		$203K Buy
+1,084
New +$201K 0.03% 130
2025
Q2 		– Sell
-1,184
Closed -$271K – 133
2025
Q1 		$271K Sell
1,184
-20
-2% -$4.64K 0.04% 112
2024
Q4 		$273K Hold
1,204
– – 0.04% 115
2024
Q3 		$286K Hold
1,204
– – 0.05% 117
2024
Q2 		$278K Hold
1,204
– – 0.05% 114
2024
Q1 		$281K Hold
1,204
– – 0.05% 114
2023
Q4 		$294K Buy
+1,204
New +$297K 0.06% 117

Other funds holding BDX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Gratus Wealth Advisors's BDX Position: Q4 2025 in Review

Gratus Wealth Advisors sold out of Becton Dickinson (BDX) in Q4 2025, closing a stake of 1,084 shares — an estimated $203K sold.

Gratus Wealth Advisors first reported a position in BDX in Q4 2023 and held it in 7 quarters. The position peaked at $294K in Q4 2023. 1,549 funds tracked by Wall St. Rank hold BDX as of Q4 2025.

  • Gratus Wealth Advisors reported no remaining Becton Dickinson position as of Q4 2025 after selling out during the quarter.
  • Gratus Wealth Advisors sold 1,084 Becton Dickinson shares in Q4 2025, an estimated $203K.
  • Gratus Wealth Advisors first reported a position in Becton Dickinson in Q4 2023 and held it in 7 quarters.
  • Gratus Wealth Advisors's Becton Dickinson position peaked at $294K in Q4 2023.
  • 1,549 funds tracked by Wall St. Rank held Becton Dickinson as of Q4 2025.

Based on Gratus Wealth Advisors's 13F filing for Q4 2025, filed 4 Feb 2026.