Three Bridge Wealth Advisors’s Becton Dickinson BDX Stock Holding History

Three Bridge Wealth 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
2025 Q1	–	Sell	-1,453	Closed	-$330K	–	85
2024 Q4	$330K	Sell	1,453 -78	-5%	-$18K	0.12%	71
2024 Q3	$369K	Hold	1,531	–	–	0.14%	66
2024 Q2	$358K	Sell	1,531 -49	-3%	-$11.5K	0.14%	66
2024 Q1	$391K	Sell	1,580 -112	-7%	-$26.8K	0.15%	70
2023 Q4	$413K	Sell	1,692 -298	-15%	-$73.5K	0.14%	64
2023 Q3	$514K	Sell	1,990 -1,114	-36%	-$301K	0.21%	58
2023 Q2	$819K	Sell	3,104 -264	-8%	-$67K	0.35%	49
2023 Q1	$834K	Sell	3,368 -427	-11%	-$104K	0.39%	49
2022 Q4	$965K	Sell	3,795 -52	-1%	-$12.3K	0.52%	37
2022 Q3	$857K	Sell	3,847 -65	-2%	-$16.2K	0.44%	44
2022 Q2	$964K	Sell	3,912 -192	-5%	-$48.8K	0.47%	43
2022 Q1	$1.06M	Buy	+4,104	New	+$1.06M	0.3%	43

Other funds holding BDX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

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

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

Three Bridge Wealth Advisors's BDX Position: Q1 2025 in Review

Three Bridge Wealth Advisors sold out of Becton Dickinson (BDX) in Q1 2025, closing a stake of 1,453 shares — an estimated $330K sold.

Three Bridge Wealth Advisors first reported a position in BDX in Q1 2022 and held it in 12 quarters. The position peaked at $1.06M in Q1 2022. 1,612 funds tracked by Wall St. Rank hold BDX as of Q1 2025.

Three Bridge Wealth Advisors reported no remaining Becton Dickinson position as of Q1 2025 after selling out during the quarter.
Three Bridge Wealth Advisors sold 1,453 Becton Dickinson shares in Q1 2025, an estimated $330K.
Three Bridge Wealth Advisors first reported a position in Becton Dickinson in Q1 2022 and held it in 12 quarters.
Three Bridge Wealth Advisors's Becton Dickinson position peaked at $1.06M in Q1 2022.
1,612 funds tracked by Wall St. Rank held Becton Dickinson as of Q1 2025.

Based on Three Bridge Wealth Advisors's 13F filing for Q1 2025, filed 6 May 2025.