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Oxford Financial Group’s Becton Dickinson BDX Stock Holding History

Oxford Financial Group’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
Q2 		– Sell
-951
Closed -$218K – 260
2025
Q1 		$218K Hold
951
– – 0.02% 201
2024
Q4 		$216K Sell
951
-53
-5% -$12.2K 0.01% 237
2024
Q3 		$242K Sell
1,004
-109
-10% -$25.5K 0.02% 220
2024
Q2 		$260K Buy
1,113
+107
+11% +$25.2K 0.02% 233
2024
Q1 		$249K Sell
1,006
-7
-0.7% -$1.68K 0.02% 204
2023
Q4 		$247K Buy
1,013
+62
+7% +$15.3K 0.02% 203
2023
Q3 		$246K Sell
951
-176
-16% -$47.5K 0.02% 191
2023
Q2 		$298K Buy
1,127
+141
+14% +$35.8K 0.03% 178
2023
Q1 		$244K Sell
986
-328
-25% -$80.3K 0.03% 168
2022
Q4 		$334K Buy
1,314
+341
+35% +$80.5K 0.04% 143
2022
Q3 		$217K Sell
973
-15
-2% -$3.73K 0.03% 164
2022
Q2 		$244K Sell
988
-8
-0.8% -$2.03K 0.04% 170
2022
Q1 		$259K Buy
996
+12
+1% +$3.09K 0.03% 169
2021
Q4 		$241K Sell
984
-1
-0.1% -$240 0.03% 180
2021
Q3 		$236K Buy
985
+1
+0.1% +$245 0.03% 166
2021
Q2 		$233K Hold
984
– – 0.03% 165
2021
Q1 		$233K Sell
984
-123
-11% -$30.1K 0.03% 164
2020
Q4 		$270K Sell
1,107
-29
-3% -$6.76K 0.04% 154
2020
Q3 		$258K Hold
1,136
– – 0.04% 139
2020
Q2 		$265K Sell
1,136
-25
-2% -$6.03K 0.04% 137
2020
Q1 		$260K Buy
+1,161
New +$287K 0.05% 128

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Oxford Financial Group's BDX Position: Q2 2025 in Review

Oxford Financial Group sold out of Becton Dickinson (BDX) in Q2 2025, closing a stake of 951 shares — an estimated $218K sold.

Oxford Financial Group first reported a position in BDX in Q1 2020 and held it in 21 quarters. The position peaked at $334K in Q4 2022. 1,516 funds tracked by Wall St. Rank hold BDX as of Q2 2025.

  • Oxford Financial Group reported no remaining Becton Dickinson position as of Q2 2025 after selling out during the quarter.
  • Oxford Financial Group sold 951 Becton Dickinson shares in Q2 2025, an estimated $218K.
  • Oxford Financial Group first reported a position in Becton Dickinson in Q1 2020 and held it in 21 quarters.
  • Oxford Financial Group's Becton Dickinson position peaked at $334K in Q4 2022.
  • 1,516 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2025.

Based on Oxford Financial Group's 13F filing for Q2 2025, filed 14 Aug 2025.