Root Financial Partners
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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
Q3 		$104K Buy
+579
New +$101K ﹤0.01% 724
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% +$9.5K 0.01% 465
2025
Q3 		$87.6K Buy
+468
New +$87K 0.01% 479

Other funds holding BDX

GA
Greenhaven Associates Purchase, New York $7.96B AUM 5.75% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Everett Harris & Co
Everett Harris & Co Los Angeles, California $8.46B AUM 13.48% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
James Hambro & Partners
James Hambro & Partners London, United Kingdom $2.87B AUM 19.92% 1-Year Est. Return

Root Financial Partners's BDX Position: Q3 2026 in Review

Root Financial Partners opened a new position in Becton Dickinson (BDX) in Q3 2026: 579 shares worth $104K. The stake represents ﹤0.01% of the portfolio and ranks #724 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in BDX as recently as Q1 2026.

Root Financial Partners first reported a position in BDX in Q3 2025 and has held it in 4 quarters since. 539 funds tracked by Wall St. Rank hold BDX as of Q3 2026.

  • Root Financial Partners held 579 shares of Becton Dickinson worth $104K as of Q3 2026.
  • Becton Dickinson was a new Root Financial Partners position in Q3 2026.
  • Becton Dickinson made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #724 holding.
  • Root Financial Partners first reported a position in Becton Dickinson in Q3 2025 and has held it in 4 quarters since.
  • 539 funds tracked by Wall St. Rank held Becton Dickinson as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.