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 Q2	$474K	Sell	3,134 -603	-16%	-$90.2K	0.05%	164
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Sendero Wealth Management's BDX Position: Q2 2026 in Review

Sendero Wealth Management reduced its Becton Dickinson (BDX) stake by 16% in Q2 2026, selling an estimated $90.2K and leaving 3,134 shares worth $474K. The position accounts for 0.05% of the portfolio, ranked #164.

Sendero Wealth Management first reported a position in BDX in Q2 2023 and has held it in 13 quarters since. The position peaked at $861K in Q2 2023. 1,436 funds tracked by Wall St. Rank hold BDX as of Q2 2026.

Sendero Wealth Management held 3,134 shares of Becton Dickinson worth $474K as of Q2 2026.
Sendero Wealth Management sold 603 Becton Dickinson shares in Q2 2026, an estimated $90.2K.
Becton Dickinson made up 0.05% of Sendero Wealth Management's portfolio in Q2 2026, its #164 holding.
Sendero Wealth Management first reported a position in Becton Dickinson in Q2 2023 and has held it in 13 quarters since.
Sendero Wealth Management's Becton Dickinson position peaked at $861K in Q2 2023.
1,436 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2026.

Based on Sendero Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.