Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Becton Dickinson BDX Stock Holding History

Kovitz Investment Group Partners’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
-924,571
Closed -$173M – 536
2025
Q3 		$173M Sell
924,571
-231
-0% -$42.9K 0.67% 34
2025
Q2 		$159M Buy
924,802
+178,543
+24% +$32.7M 0.68% 35
2025
Q1 		$171M Sell
746,259
-33,407
-4% -$7.75M 0.86% 28
2024
Q4 		$177M Buy
779,666
+85,830
+12% +$19.8M 0.87% 25
2024
Q3 		$167M Sell
693,836
-53,664
-7% -$12.6M 1.18% 12
2024
Q2 		$175M Buy
747,500
+93,129
+14% +$21.9M 1.49% 11
2024
Q1 		$162M Buy
654,371
+71,633
+12% +$17.1M 2.06% 9
2023
Q4 		$142M Buy
582,738
+53,113
+10% +$13.1M 2.35% 9
2023
Q3 		$137M Sell
529,625
-144,726
-21% -$39.1M 2.46% 7
2023
Q2 		$178M Buy
674,351
+120,266
+22% +$30.5M 2.61% 7
2023
Q1 		$137M Buy
554,085
+52,650
+10% +$12.9M 2.38% 4
2022
Q4 		$128M Buy
501,435
+46,562
+10% +$11M 2.52% 7
2022
Q3 		$101M Buy
454,873
+5,140
+1% +$1.28M 2.34% 9
2022
Q2 		$111M Sell
449,733
-118,414
-21% -$30.1M 2.46% 7
2022
Q1 		$147M Buy
568,147
+154,354
+37% +$39.7M 2.81% 6
2021
Q4 		$101M Sell
413,793
-157,415
-28% -$37.7M 2.38% 8
2021
Q3 		$137M Buy
571,208
+86,294
+18% +$21.2M 2.73% 6
2021
Q2 		$115M Buy
484,914
+114,414
+31% +$27.4M 2.27% 11
2021
Q1 		$87.9M Sell
370,500
-21,436
-5% -$5.24M 2.05% 12
2020
Q4 		$95.7M Buy
391,936
+77,875
+25% +$18.2M 2.33% 9
2020
Q3 		$71.3M Buy
314,061
+41,118
+15% +$10.1M 1.99% 13
2020
Q2 		$63.7M Buy
272,943
+87,786
+47% +$21.2M 1.97% 14
2020
Q1 		$41.5M Buy
+185,157
New +$45.7M 1.5% 21

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Kovitz Investment Group Partners's BDX Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Becton Dickinson (BDX) in Q4 2025, closing a stake of 924,571 shares — an estimated $173M sold.

Kovitz Investment Group Partners first reported a position in BDX in Q1 2020 and held it in 23 quarters. The position peaked at $178M in Q2 2023. 1,547 funds tracked by Wall St. Rank hold BDX as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Becton Dickinson position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 924,571 Becton Dickinson shares in Q4 2025, an estimated $173M.
  • Kovitz Investment Group Partners first reported a position in Becton Dickinson in Q1 2020 and held it in 23 quarters.
  • Kovitz Investment Group Partners's Becton Dickinson position peaked at $178M in Q2 2023.
  • 1,547 funds tracked by Wall St. Rank held Becton Dickinson as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.