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Summit Wealth Group (Colorado)’s Becton Dickinson BDX Stock Holding History

Summit Wealth Group (Colorado)’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
2025
Q4 		– Sell
-3,295
Closed -$852K – 309
2025
Q3 		$852K Buy
+3,295
New +$612K 0.09% 190

Other funds holding BDX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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 $60.8B AUM 26.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Summit Wealth Group (Colorado)'s BDX Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of Becton Dickinson (BDX) in Q4 2025, closing a stake of 3,295 shares — an estimated $852K sold.

Summit Wealth Group (Colorado) first reported a position in BDX in Q3 2025 and held it in 1 quarter. The position peaked at $852K in Q3 2025. 1,549 funds tracked by Wall St. Rank hold BDX as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Becton Dickinson position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 3,295 Becton Dickinson shares in Q4 2025, an estimated $852K.
  • Summit Wealth Group (Colorado) first reported a position in Becton Dickinson in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Becton Dickinson position peaked at $852K in Q3 2025.
  • 1,549 funds tracked by Wall St. Rank held Becton Dickinson as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.