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North Berkeley Wealth Management’s Becton Dickinson BDX Stock Holding History

North Berkeley 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
2026
Q1 		– Sell
-1,940
Closed -$376K – 75
2025
Q4 		$376K Buy
+1,940
New +$369K 0.22% 59

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T 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
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

North Berkeley Wealth Management's BDX Position: Q1 2026 in Review

North Berkeley Wealth Management sold out of Becton Dickinson (BDX) in Q1 2026, closing a stake of 1,940 shares — an estimated $376K sold.

North Berkeley Wealth Management first reported a position in BDX in Q4 2025 and held it in 1 quarter. The position peaked at $376K in Q4 2025. 1,472 funds tracked by Wall St. Rank hold BDX as of Q1 2026.

  • North Berkeley Wealth Management reported no remaining Becton Dickinson position as of Q1 2026 after selling out during the quarter.
  • North Berkeley Wealth Management sold 1,940 Becton Dickinson shares in Q1 2026, an estimated $376K.
  • North Berkeley Wealth Management first reported a position in Becton Dickinson in Q4 2025 and held it in 1 quarter.
  • North Berkeley Wealth Management's Becton Dickinson position peaked at $376K in Q4 2025.
  • 1,472 funds tracked by Wall St. Rank held Becton Dickinson as of Q1 2026.

Based on North Berkeley Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.