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Robertson Stephens Wealth Management’s Becton Dickinson BDX Stock Holding History

Robertson Stephens 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
-1,099
Closed -$249K – 548
2024
Q4 		$249K Buy
+1,099
New +$254K 0.01% 506

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
First Eagle Investment Management
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

Robertson Stephens Wealth Management's BDX Position: Q1 2025 in Review

Robertson Stephens Wealth Management sold out of Becton Dickinson (BDX) in Q1 2025, closing a stake of 1,099 shares — an estimated $249K sold.

Robertson Stephens Wealth Management first reported a position in BDX in Q4 2024 and held it in 1 quarter. The position peaked at $249K in Q4 2024. 1,610 funds tracked by Wall St. Rank hold BDX as of Q1 2025.

  • Robertson Stephens Wealth Management reported no remaining Becton Dickinson position as of Q1 2025 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 1,099 Becton Dickinson shares in Q1 2025, an estimated $249K.
  • Robertson Stephens Wealth Management first reported a position in Becton Dickinson in Q4 2024 and held it in 1 quarter.
  • Robertson Stephens Wealth Management's Becton Dickinson position peaked at $249K in Q4 2024.
  • 1,610 funds tracked by Wall St. Rank held Becton Dickinson as of Q1 2025.

Based on Robertson Stephens Wealth Management's 13F filing for Q1 2025, filed 17 Apr 2025.