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Moneta Group Investment Advisors’s Becton Dickinson BDX Stock Holding History

Moneta Group Investment 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
Q1 		$383K Sell
2,434
-581
-19% -$107K ﹤0.01% 570
2025
Q4 		$468K Buy
3,015
+352
+13% +$67K ﹤0.01% 514
2025
Q3 		$499K Buy
2,663
+45
+2% +$8.36K ﹤0.01% 494
2025
Q2 		$451K Sell
2,618
-281
-10% -$51.5K 0.01% 457
2025
Q1 		$664K Sell
2,899
-1,584
-35% -$368K 0.01% 353
2024
Q4 		$1.02M Sell
4,483
-45
-1% -$10.4K 0.01% 281
2024
Q3 		$1.09M Buy
4,528
+5
+0.1% +$1.17K 0.02% 271
2024
Q2 		$1.06M Buy
4,523
+131
+3% +$30.9K 0.02% 264
2024
Q1 		$1.09M Sell
4,392
-194
-4% -$46.4K 0.02% 262
2023
Q4 		$1.12M Buy
4,586
+201
+5% +$49.5K 0.02% 226
2023
Q3 		$1.13M Buy
4,385
+318
+8% +$85.9K 0.03% 207
2023
Q2 		$1.07M Buy
4,067
+140
+4% +$35.6K 0.02% 219
2023
Q1 		$972K Sell
3,927
-722
-16% -$177K 0.02% 214
2022
Q4 		$1.17M Buy
4,649
+431
+10% +$102K 0.03% 191
2022
Q3 		$940K Sell
4,218
-353
-8% -$87.8K 0.04% 196
2022
Q2 		$1.13M Buy
4,571
+385
+9% +$97.8K 0.04% 192
2022
Q1 		$1.06M Buy
4,186
+404
+11% +$104K 0.04% 194
2021
Q4 		$928K Sell
3,782
-8
-0.2% -$1.92K 0.04% 219
2021
Q3 		$909K Buy
3,790
+26
+0.7% +$6.38K 0.04% 203
2021
Q2 		$893K Buy
3,764
+202
+6% +$48.4K 0.04% 209
2021
Q1 		$845K Buy
3,562
+564
+19% +$138K 0.04% 193
2020
Q4 		$732K Buy
+2,998
New +$699K 0.05% 166
2020
Q1 		– Sell
-1,070
Closed -$284K – 237
2019
Q4 		$284K Sell
1,070
-4
-0.4% -$997 0.02% 211
2019
Q3 		$265K Buy
+1,074
New +$265K 0.02% 217
2018
Q2 		– Sell
-18
Closed -$4K – 406
2018
Q1 		$4K Buy
18
+15
+500% +$3.29K ﹤0.01% 524
2017
Q4 		$1K Buy
+3
New +$628 ﹤0.01% 406

Other funds holding BDX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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

Moneta Group Investment Advisors's BDX Position: Q1 2026 in Review

Moneta Group Investment Advisors reduced its Becton Dickinson (BDX) stake by 19% in Q1 2026, selling an estimated $107K and leaving 2,434 shares worth $383K. The position accounts for ﹤0.01% of the portfolio, ranked #570.

Moneta Group Investment Advisors first reported a position in BDX in Q4 2017 and has held it in 26 quarters since. The position peaked at $1.17M in Q4 2022. 1,467 funds tracked by Wall St. Rank hold BDX as of Q1 2026.

  • Moneta Group Investment Advisors held 2,434 shares of Becton Dickinson worth $383K as of Q1 2026.
  • Moneta Group Investment Advisors sold 581 Becton Dickinson shares in Q1 2026, an estimated $107K.
  • Becton Dickinson made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #570 holding.
  • Moneta Group Investment Advisors first reported a position in Becton Dickinson in Q4 2017 and has held it in 26 quarters since.
  • Moneta Group Investment Advisors's Becton Dickinson position peaked at $1.17M in Q4 2022.
  • 1,467 funds tracked by Wall St. Rank held Becton Dickinson as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.