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Heartwood Wealth Advisors’s Becton Dickinson BDX Stock Holding History

Heartwood 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
Closed -$187 – 244
2025
Q3 		$187 Buy
+1
New +$186 ﹤0.01% 630

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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 $3.38T AUM 44.17% 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

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

Heartwood Wealth Advisors sold out of Becton Dickinson (BDX) in Q4 2025, closing a stake of 1 share — an estimated $187 sold.

Heartwood Wealth Advisors first reported a position in BDX in Q3 2025 and held it in 1 quarter. The position peaked at $187 in Q3 2025. 1,553 funds tracked by Wall St. Rank hold BDX as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining Becton Dickinson position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 1 Becton Dickinson share in Q4 2025, an estimated $187.
  • Heartwood Wealth Advisors first reported a position in Becton Dickinson in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's Becton Dickinson position peaked at $187 in Q3 2025.
  • 1,553 funds tracked by Wall St. Rank held Becton Dickinson as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.