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Sendero Wealth Management’s Becton Dickinson BDX Stock Holding History

Sendero 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
2026
Q1 		$588K Sell
3,737
-29
-0.8% -$5.32K 0.07% 149
2025
Q4 		$731K Buy
3,766
+46
+1% +$8.75K 0.08% 131
2025
Q3 		$696K Sell
3,720
-15
-0.4% -$2.79K 0.08% 123
2025
Q2 		$643K Buy
3,735
+1,266
+51% +$232K 0.08% 131
2025
Q1 		$566K Buy
2,469
+8
+0.3% +$1.86K 0.08% 132
2024
Q4 		$558K Hold
2,461
– – 0.08% 121
2024
Q3 		$593K Sell
2,461
-400
-14% -$93.8K 0.09% 113
2024
Q2 		$669K Hold
2,861
– – 0.11% 103
2024
Q1 		$708K Hold
2,861
– – 0.12% 103
2023
Q4 		$698K Hold
2,861
– – 0.13% 104
2023
Q3 		$740K Sell
2,861
-400
-12% -$108K 0.16% 87
2023
Q2 		$861K Buy
+3,261
New +$828K 0.19% 83

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

Sendero Wealth Management's BDX Position: Q1 2026 in Review

Sendero Wealth Management reduced its Becton Dickinson (BDX) stake by 0.77% in Q1 2026, selling an estimated $5.32K and leaving 3,737 shares worth $588K. The position accounts for 0.07% of the portfolio, ranked #149.

Sendero Wealth Management first reported a position in BDX in Q2 2023 and has held it in 12 quarters since. The position peaked at $861K in Q2 2023. 1,464 funds tracked by Wall St. Rank hold BDX as of Q1 2026.

  • Sendero Wealth Management held 3,737 shares of Becton Dickinson worth $588K as of Q1 2026.
  • Sendero Wealth Management sold 29 Becton Dickinson shares in Q1 2026, an estimated $5.32K.
  • Becton Dickinson made up 0.07% of Sendero Wealth Management's portfolio in Q1 2026, its #149 holding.
  • Sendero Wealth Management first reported a position in Becton Dickinson in Q2 2023 and has held it in 12 quarters since.
  • Sendero Wealth Management's Becton Dickinson position peaked at $861K in Q2 2023.
  • 1,464 funds tracked by Wall St. Rank held Becton Dickinson as of Q1 2026.

Based on Sendero Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.