Simon Quick Advisors
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Simon Quick Advisors’s Becton Dickinson BDX Stock Holding History

Simon Quick Advisors’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 		$716K Buy
4,002
+14
+0.4% +$2.43K 0.03% 244
2026
Q2 		$604K Sell
3,988
-40
-1% -$5.98K 0.02% 245
2026
Q1 		$633K Sell
4,028
-53
-1% -$9.7K 0.03% 225
2025
Q4 		$792K Buy
4,081
+1,187
+41% +$226K 0.03% 207
2025
Q3 		$542K Sell
2,894
-702
-20% -$130K 0.02% 262
2025
Q2 		$619K Sell
3,596
-1,250
-26% -$229K 0.03% 228
2025
Q1 		$1.11M Sell
4,846
-37
-0.8% -$8.58K 0.06% 159
2024
Q4 		$1.11M Buy
4,883
+142
+3% +$32.8K 0.07% 140
2024
Q3 		$1.14M Buy
4,741
+452
+11% +$106K 0.07% 128
2024
Q2 		$1M Buy
4,289
+157
+4% +$37K 0.07% 130
2024
Q1 		$1.02M Buy
4,132
+88
+2% +$21.1K 0.08% 124
2023
Q4 		$986K Sell
4,044
-73
-2% -$18K 0.09% 110
2023
Q3 		$1.06M Buy
4,117
+73
+2% +$19.7K 0.1% 101
2023
Q2 		$1.07M Buy
4,044
+88
+2% +$22.3K 0.1% 95
2023
Q1 		$979K Buy
3,956
+144
+4% +$35.2K 0.11% 97
2022
Q4 		$969K Sell
3,812
-314
-8% -$74.1K 0.12% 91
2022
Q3 		$919K Buy
4,126
+2
+0% +$498 0.13% 88
2022
Q2 		$1.05M Buy
+4,124
New +$1.05M 0.14% 82
2021
Q1 		– Sell
-125
Closed -$31K – 443
2020
Q4 		$31K Sell
125
-1
-0.8% -$233 0.01% 296
2020
Q3 		$29K Buy
126
+119
+1,700% +$29.2K 0.01% 272
2020
Q2 		$2K Hold
7
– – ﹤0.01% 401
2020
Q1 		$2K Sell
7
-30
-81% -$7.41K ﹤0.01% 404
2019
Q4 		$10K Buy
+37
New +$9.22K ﹤0.01% 398
2019
Q3 		– Sell
-36
Closed -$8.82K – 387
2019
Q2 		$8.82K Buy
+36
New +$8.36K ﹤0.01% 233
2018
Q2 		– Sell
-64
Closed -$13K – 345
2018
Q1 		$13K Buy
64
+13
+25% +$2.85K 0.01% 226
2017
Q4 		$12K Buy
+51
New +$10.7K 0.01% 327

Other funds holding BDX

GA
Greenhaven Associates Purchase, New York $7.96B AUM 5.75% 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
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
James Hambro & Partners
James Hambro & Partners London, United Kingdom $2.87B AUM 19.92% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
AMI Asset Management
AMI Asset Management Los Angeles, California $1.74B AUM 24.77% 1-Year Est. Return
Deroy & Devereaux Private Investment Counsel
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.31B AUM 43.14% 1-Year Est. Return
Avity Investment Management
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return

Simon Quick Advisors's BDX Position: Q3 2026 in Review

Simon Quick Advisors increased its Becton Dickinson (BDX) stake by 0.35% in Q3 2026, buying an estimated $2.43K and bringing the position to 4,002 shares worth $716K. The position accounts for 0.03% of the portfolio, ranked #244.

Simon Quick Advisors first reported a position in BDX in Q4 2017 and has held it in 26 quarters since. The position peaked at $1.14M in Q3 2024. 461 funds tracked by Wall St. Rank hold BDX as of Q3 2026.

  • Simon Quick Advisors held 4,002 shares of Becton Dickinson worth $716K as of Q3 2026.
  • Simon Quick Advisors bought 14 Becton Dickinson shares in Q3 2026, an estimated $2.43K.
  • Becton Dickinson made up 0.03% of Simon Quick Advisors's portfolio in Q3 2026, its #244 holding.
  • Simon Quick Advisors first reported a position in Becton Dickinson in Q4 2017 and has held it in 26 quarters since.
  • Simon Quick Advisors's Becton Dickinson position peaked at $1.14M in Q3 2024.
  • 461 funds tracked by Wall St. Rank held Becton Dickinson as of Q3 2026.

Based on Simon Quick Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.