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Root Financial Partners’s Becton Dickinson BDX Stock Holding History

Root Financial Partners’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
Q2 		– Sell
-569
Closed -$89.5K – 715
2026
Q1 		$89.5K Buy
569
+51
+10% +$9.36K ﹤0.01% 615
2025
Q4 		$101K Buy
518
+50
+11% +$9.52K 0.01% 465
2025
Q3 		$87.6K Buy
+468
New +$87K 0.01% 479

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Massachusetts Financial Services
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State Street
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Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Root Financial Partners's BDX Position: Q2 2026 in Review

Root Financial Partners sold out of Becton Dickinson (BDX) in Q2 2026, closing a stake of 569 shares — an estimated $89.5K sold.

Root Financial Partners first reported a position in BDX in Q3 2025 and held it in 3 quarters. The position peaked at $101K in Q4 2025. 1,439 funds tracked by Wall St. Rank hold BDX as of Q2 2026.

  • Root Financial Partners reported no remaining Becton Dickinson position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 569 Becton Dickinson shares in Q2 2026, an estimated $89.5K.
  • Root Financial Partners first reported a position in Becton Dickinson in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Becton Dickinson position peaked at $101K in Q4 2025.
  • 1,439 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.