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RFG - Bristol Wealth Advisors’s Becton Dickinson BDX Stock Holding History

RFG - Bristol Wealth 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
2025
Q2 		– Sell
-1,506
Closed -$345K – 177
2025
Q1 		$345K Sell
1,506
-107
-7% -$24.8K 0.12% 127
2024
Q4 		$366K Buy
+1,613
New +$372K 0.12% 115

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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

RFG - Bristol Wealth Advisors's BDX Position: Q2 2025 in Review

RFG - Bristol Wealth Advisors sold out of Becton Dickinson (BDX) in Q2 2025, closing a stake of 1,506 shares — an estimated $345K sold.

RFG - Bristol Wealth Advisors first reported a position in BDX in Q4 2024 and held it in 2 quarters. The position peaked at $366K in Q4 2024. 1,517 funds tracked by Wall St. Rank hold BDX as of Q2 2025.

  • RFG - Bristol Wealth Advisors reported no remaining Becton Dickinson position as of Q2 2025 after selling out during the quarter.
  • RFG - Bristol Wealth Advisors sold 1,506 Becton Dickinson shares in Q2 2025, an estimated $345K.
  • RFG - Bristol Wealth Advisors first reported a position in Becton Dickinson in Q4 2024 and held it in 2 quarters.
  • RFG - Bristol Wealth Advisors's Becton Dickinson position peaked at $366K in Q4 2024.
  • 1,517 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2025.

Based on RFG - Bristol Wealth Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.