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Rothschild Investment LLC’s Becton Dickinson BDX Stock Holding History

Rothschild Investment LLC’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 		$166K Sell
1,095
-115
-10% -$17.2K 0.01% 912
2026
Q1 		$190K Buy
1,210
+7
+0.6% +$1.28K 0.01% 689
2025
Q4 		$233K Buy
1,203
+335
+39% +$63.8K 0.01% 571
2025
Q3 		$162K Buy
868
+140
+19% +$26K 0.01% 668
2025
Q2 		$125K Buy
728
+69
+10% +$12.6K 0.01% 593
2025
Q1 		$151K Sell
659
-163
-20% -$37.8K 0.01% 552
2024
Q4 		$186K Sell
822
-322
-28% -$74.3K 0.01% 517
2024
Q3 		$276K Buy
1,144
+82
+8% +$19.2K 0.02% 440
2024
Q2 		$248K Buy
1,062
+224
+27% +$52.8K 0.02% 451
2024
Q1 		$207K Buy
838
+39
+5% +$9.34K 0.02% 458
2023
Q4 		$195K Sell
799
-134
-14% -$33K 0.02% 422
2023
Q3 		$241K Buy
933
+135
+17% +$36.5K 0.02% 416
2023
Q2 		$211K Buy
+798
New +$203K 0.02% 450
2020
Q1 		– Sell
-798
Closed -$212K – 432
2019
Q4 		$212K Buy
+798
New +$199K 0.02% 415
2018
Q4 		– Sell
-800
Closed -$204K – 369
2018
Q3 		$204K Buy
+800
New +$197K 0.02% 355
2018
Q1 		– Sell
-2,747
Closed -$574K – 376
2017
Q4 		$574K Hold
2,747
– – 0.06% 260
2017
Q3 		$525K Sell
2,747
-18
-0.7% -$3.49K 0.06% 268
2017
Q2 		$526K Hold
2,765
– – 0.06% 275
2017
Q1 		$495K Sell
2,765
-57
-2% -$9.94K 0.06% 279
2016
Q4 		$456K Hold
2,822
– – 0.05% 278
2016
Q3 		$495K Hold
2,822
– – 0.06% 265
2016
Q2 		$467K Hold
2,822
– – 0.06% 275
2016
Q1 		$418K Buy
2,822
+7
+0.2% +$993 0.05% 291
2015
Q4 		$423K Buy
2,815
+79
+3% +$11.4K 0.05% 295
2015
Q3 		$354K Buy
+2,736
New +$382K 0.05% 332

Other funds holding BDX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Rothschild Investment LLC's BDX Position: Q2 2026 in Review

Rothschild Investment LLC reduced its Becton Dickinson (BDX) stake by 9.5% in Q2 2026, selling an estimated $17.2K and leaving 1,095 shares worth $166K. The position accounts for 0.01% of the portfolio, ranked #912.

Rothschild Investment LLC first reported a position in BDX in Q3 2015 and has held it in 25 quarters since. The position peaked at $574K in Q4 2017. 1,100 funds tracked by Wall St. Rank hold BDX as of Q2 2026.

  • Rothschild Investment LLC held 1,095 shares of Becton Dickinson worth $166K as of Q2 2026.
  • Rothschild Investment LLC sold 115 Becton Dickinson shares in Q2 2026, an estimated $17.2K.
  • Becton Dickinson made up 0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #912 holding.
  • Rothschild Investment LLC first reported a position in Becton Dickinson in Q3 2015 and has held it in 25 quarters since.
  • Rothschild Investment LLC's Becton Dickinson position peaked at $574K in Q4 2017.
  • 1,100 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.