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Synergy Investment Management’s Becton Dickinson BDX Stock Holding History

Synergy Investment 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 		$7.57K Sell
50
-8
-14% -$1.2K ﹤0.01% 678
2026
Q1 		$9.12K Buy
+58
New +$10.6K ﹤0.01% 507
2025
Q1 		– Sell
-15
Closed -$3.23K – 604
2024
Q4 		$3.23K Buy
+15
New +$3.46K ﹤0.01% 525

Other funds holding BDX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Synergy Investment Management's BDX Position: Q2 2026 in Review

Synergy Investment Management reduced its Becton Dickinson (BDX) stake by 14% in Q2 2026, selling an estimated $1.2K and leaving 50 shares worth $7.57K. The position accounts for ﹤0.01% of the portfolio, ranked #678.

Synergy Investment Management first reported a position in BDX in Q4 2024 and has held it in 3 quarters since. The position peaked at $9.12K in Q1 2026. 1,445 funds tracked by Wall St. Rank hold BDX as of Q2 2026.

  • Synergy Investment Management held 50 shares of Becton Dickinson worth $7.57K as of Q2 2026.
  • Synergy Investment Management sold 8 Becton Dickinson shares in Q2 2026, an estimated $1.2K.
  • Becton Dickinson made up ﹤0.01% of Synergy Investment Management's portfolio in Q2 2026, its #678 holding.
  • Synergy Investment Management first reported a position in Becton Dickinson in Q4 2024 and has held it in 3 quarters since.
  • Synergy Investment Management's Becton Dickinson position peaked at $9.12K in Q1 2026.
  • 1,445 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.