Kozak & Associates’s Becton Dickinson BDX Stock Holding History

Kozak & Associates’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	-47	Closed	-$9.67K	–	475
2025 Q1	$9.67K	Hold	47	–	–	﹤0.01%	226
2024 Q4	$10.7K	Buy	+47	New	+$10.9K	﹤0.01%	233
2024 Q1	–	Sell	-74	Closed	-$17.7K	–	380
2023 Q4	$17.5K	Sell	74 -21	-22%	-$5.18K	0.01%	194
2023 Q3	$24.9K	Hold	95	–	–	0.01%	179
2023 Q2	$24.8K	Buy	95 +1	+1%	+$254	0.01%	180
2023 Q1	$23.2K	Hold	94	–	–	0.01%	189
2022 Q4	$24K	Hold	94	–	–	0.01%	183
2022 Q3	$21K	Sell	94 -471	-83%	-$117K	0.01%	187
2022 Q2	$139K	Sell	565 -12	-2%	-$3.05K	0.09%	91
2022 Q1	$145K	Hold	577	–	–	0.09%	91
2021 Q4	$145K	Buy	577 +2	+0.3%	+$479	0.09%	91
2021 Q3	$137K	Buy	+575	New	+$141K	0.08%	94

Other funds holding BDX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kozak & Associates's BDX Position: Q2 2025 in Review

Kozak & Associates sold out of Becton Dickinson (BDX) in Q2 2025, closing a stake of 47 shares — an estimated $9.67K sold.

Kozak & Associates first reported a position in BDX in Q3 2021 and held it in 12 quarters. The position peaked at $145K in Q1 2022. 1,516 funds tracked by Wall St. Rank hold BDX as of Q2 2025.

Kozak & Associates reported no remaining Becton Dickinson position as of Q2 2025 after selling out during the quarter.
Kozak & Associates sold 47 Becton Dickinson shares in Q2 2025, an estimated $9.67K.
Kozak & Associates first reported a position in Becton Dickinson in Q3 2021 and held it in 12 quarters.
Kozak & Associates's Becton Dickinson position peaked at $145K in Q1 2022.
1,516 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2025.

Based on Kozak & Associates's 13F filing for Q2 2025, filed 10 Jul 2025.