Nicola Wealth Management’s Becton Dickinson BDX Stock Holding History

Nicola Wealth Management’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 Q1	–	Sell	-49,500	Closed	-$11.2M	–	114
2024 Q4	$11.2M	Sell	49,500 -2,500	-5%	-$577K	1.06%	39
2024 Q3	$12.5M	Hold	52,000	–	–	1%	37
2024 Q2	$12.2M	Hold	52,000	–	–	1.09%	34
2024 Q1	$12.9M	Buy	52,000 +17,000	+49%	+$4.07M	1.25%	31
2023 Q4	$8.53M	Buy	+35,000	New	+$8.63M	0.9%	40

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Nicola Wealth Management's BDX Position: Q1 2025 in Review

Nicola Wealth Management sold out of Becton Dickinson (BDX) in Q1 2025, closing a stake of 49,500 shares — an estimated $11.2M sold.

Nicola Wealth Management first reported a position in BDX in Q4 2023 and held it in 5 quarters. The position peaked at $12.9M in Q1 2024. 1,609 funds tracked by Wall St. Rank hold BDX as of Q1 2025.

Nicola Wealth Management reported no remaining Becton Dickinson position as of Q1 2025 after selling out during the quarter.
Nicola Wealth Management sold 49,500 Becton Dickinson shares in Q1 2025, an estimated $11.2M.
Nicola Wealth Management first reported a position in Becton Dickinson in Q4 2023 and held it in 5 quarters.
Nicola Wealth Management's Becton Dickinson position peaked at $12.9M in Q1 2024.
1,609 funds tracked by Wall St. Rank held Becton Dickinson as of Q1 2025.

Based on Nicola Wealth Management's 13F filing for Q1 2025, filed 8 May 2025.