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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
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

Other funds holding BDX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Root Financial Partners's BDX Position: Q1 2026 in Review

Root Financial Partners increased its Becton Dickinson (BDX) stake by 9.8% in Q1 2026, buying an estimated $9.36K and bringing the position to 569 shares worth $89.5K. The position accounts for ﹤0.01% of the portfolio, ranked #615.

Root Financial Partners first reported a position in BDX in Q3 2025 and has held it in 3 quarters since. The position peaked at $101K in Q4 2025. 1,466 funds tracked by Wall St. Rank hold BDX as of Q1 2026.

  • Root Financial Partners held 569 shares of Becton Dickinson worth $89.5K as of Q1 2026.
  • Root Financial Partners bought 51 Becton Dickinson shares in Q1 2026, an estimated $9.36K.
  • Becton Dickinson made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #615 holding.
  • Root Financial Partners first reported a position in Becton Dickinson in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Becton Dickinson position peaked at $101K in Q4 2025.
  • 1,466 funds tracked by Wall St. Rank held Becton Dickinson as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.