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Marshall & Sterling Wealth Advisors’s Becton Dickinson BDX Stock Holding History

Marshall & Sterling 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
Q3 		– Sell
-34
Closed -$5.74K – 650
2025
Q2 		$5.74K Buy
34
+1
+3% +$183 ﹤0.01% 460
2025
Q1 		$7.59K Buy
+33
New +$7.66K 0.01% 377

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's BDX Position: Q3 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Becton Dickinson (BDX) in Q3 2025, closing a stake of 34 shares — an estimated $5.74K sold.

Marshall & Sterling Wealth Advisors first reported a position in BDX in Q1 2025 and held it in 2 quarters. The position peaked at $7.59K in Q1 2025. 1,478 funds tracked by Wall St. Rank hold BDX as of Q3 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Becton Dickinson position as of Q3 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 34 Becton Dickinson shares in Q3 2025, an estimated $5.74K.
  • Marshall & Sterling Wealth Advisors first reported a position in Becton Dickinson in Q1 2025 and held it in 2 quarters.
  • Marshall & Sterling Wealth Advisors's Becton Dickinson position peaked at $7.59K in Q1 2025.
  • 1,478 funds tracked by Wall St. Rank held Becton Dickinson as of Q3 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.