Key Client Fiduciary Advisors’s Becton Dickinson BDX Stock Holding History

Key Client Fiduciary 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
2026 Q2	–	Sell	-1,355	Closed	-$213K	–	234
2026 Q1	$213K	Hold	1,355	–	–	0.07%	193
2025 Q4	$263K	Sell	1,355 -52	-4%	-$9.9K	0.09%	167
2025 Q3	$263K	Hold	1,407	–	–	0.09%	178
2025 Q2	$242K	Sell	1,407 -150	-10%	-$27.5K	0.1%	172
2025 Q1	$357K	Hold	1,557	–	–	0.16%	133
2024 Q4	$353K	Hold	1,557	–	–	0.16%	133
2024 Q3	$375K	Hold	1,557	–	–	0.17%	126
2024 Q2	$364K	Sell	1,557 -158	-9%	-$37.2K	0.18%	123
2024 Q1	$424K	Buy	1,715 +43	+3%	+$10.3K	0.23%	112
2023 Q4	$408K	Sell	1,672 -120	-7%	-$29.6K	0.24%	108
2023 Q3	$463K	Hold	1,792	–	–	0.28%	85
2023 Q2	$473K	Hold	1,792	–	–	0.28%	84
2023 Q1	$444K	Buy	1,792 +28	+2%	+$6.85K	0.28%	81
2022 Q4	$449K	Buy	1,764 +248	+16%	+$58.5K	0.3%	76
2022 Q3	$338K	Sell	1,516 -13	-0.9%	-$3.23K	0.31%	72
2022 Q2	$377K	Sell	1,529 -25	-2%	-$6.35K	0.37%	65
2022 Q1	$403K	Buy	1,554 +3	+0.2%	+$772	0.32%	76
2021 Q4	$380K	Buy	+1,551	New	+$372K	0.31%	78

Other funds holding BDX

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Avity Investment Management Greenwich, Connecticut $1.57B AUM 35.56% 1-Year Est. Return

Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $658M AUM 24.19% 1-Year Est. Return

Rempart Asset Management Montreal, Canada $488M AUM 20.68% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return