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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
Q2 		$324K Sell
2,139
-295
-12% -$44.1K ﹤0.01% 669
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Moneta Group Investment Advisors's BDX Position: Q2 2026 in Review

Moneta Group Investment Advisors reduced its Becton Dickinson (BDX) stake by 12% in Q2 2026, selling an estimated $44.1K and leaving 2,139 shares worth $324K. The position accounts for ﹤0.01% of the portfolio, ranked #669.

Moneta Group Investment Advisors first reported a position in BDX in Q4 2017 and has held it in 27 quarters since. The position peaked at $1.17M in Q4 2022. 1,442 funds tracked by Wall St. Rank hold BDX as of Q2 2026.

  • Moneta Group Investment Advisors held 2,139 shares of Becton Dickinson worth $324K as of Q2 2026.
  • Moneta Group Investment Advisors sold 295 Becton Dickinson shares in Q2 2026, an estimated $44.1K.
  • Becton Dickinson made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #669 holding.
  • Moneta Group Investment Advisors first reported a position in Becton Dickinson in Q4 2017 and has held it in 27 quarters since.
  • Moneta Group Investment Advisors's Becton Dickinson position peaked at $1.17M in Q4 2022.
  • 1,442 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.