Tortoise Investment Management’s Becton Dickinson BDX Stock Holding History

Tortoise 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
2025 Q4	–	Sell	-270	Closed	-$50.6K	–	365
2025 Q3	$50.6K	Buy	270 +16	+6%	+$2.97K	﹤0.01%	392
2025 Q2	$43.7K	Buy	254 +2	+0.8%	+$367	﹤0.01%	407
2025 Q1	$57.6K	Buy	252 +1	+0.4%	+$232	0.01%	354
2024 Q4	$57K	Hold	251	–	–	0.01%	398
2024 Q3	$60.6K	Sell	251 -60	-19%	-$14.1K	0.01%	382
2024 Q2	$72.7K	Hold	311	–	–	0.01%	337
2024 Q1	$76.9K	Sell	311 -30	-9%	-$7.18K	0.01%	325
2023 Q4	$83K	Buy	341 +31	+10%	+$7.64K	0.01%	299
2023 Q3	$80.2K	Hold	310	–	–	0.01%	291
2023 Q2	$81.9K	Buy	310 +50	+19%	+$12.7K	0.01%	298
2023 Q1	$64.4K	Hold	260	–	–	0.01%	310
2022 Q4	$66.1K	Hold	260	–	–	0.01%	302
2022 Q3	$58K	Sell	260 -33	-11%	-$8.21K	0.01%	296
2022 Q2	$72K	Sell	293 -36	-11%	-$9.14K	0.01%	258
2022 Q1	$85K	Buy	329 +29	+10%	+$7.47K	0.02%	242
2021 Q4	$74K	Buy	300 +33	+12%	+$7.91K	0.01%	247
2021 Q3	$64K	Hold	267	–	–	0.01%	251
2021 Q2	$63K	Hold	267	–	–	0.01%	240
2021 Q1	$63K	Hold	267	–	–	0.01%	233
2020 Q4	$65K	Hold	267	–	–	0.01%	218
2020 Q3	$60K	Hold	267	–	–	0.01%	214
2020 Q2	$62K	Hold	267	–	–	0.02%	205
2020 Q1	$60K	Hold	267	–	–	0.02%	208
2019 Q4	$71K	Hold	267	–	–	0.02%	217
2019 Q3	$66K	Hold	267	–	–	0.02%	210
2019 Q2	$66K	Hold	267	–	–	0.02%	221
2019 Q1	$65K	Hold	267	–	–	0.02%	221
2018 Q4	$59K	Hold	267	–	–	0.02%	216
2018 Q3	$68K	Hold	267	–	–	0.02%	218
2018 Q2	$62K	Hold	267	–	–	0.02%	224
2018 Q1	$56K	Hold	267	–	–	0.02%	224
2017 Q4	$56K	Hold	267	–	–	0.02%	228
2017 Q3	$51K	Hold	267	–	–	0.02%	225
2017 Q2	$51K	Sell	267 -21	-7%	-$3.84K	0.02%	215
2017 Q1	$52K	Hold	288	–	–	0.02%	197
2016 Q4	$47K	Sell	288 -81	-22%	-$13.4K	0.02%	201
2016 Q3	$65K	Sell	369 -33	-8%	-$5.64K	0.02%	171
2016 Q2	$66K	Sell	402 -198	-33%	-$31.7K	0.02%	173
2016 Q1	$89K	Sell	600 -12	-2%	-$1.7K	0.03%	150
2015 Q4	$92K	Hold	612	–	–	0.03%	155
2015 Q3	$79K	Hold	612	–	–	0.03%	166
2015 Q2	$85K	Hold	612	–	–	0.03%	168
2015 Q1	$86K	Sell	612 -835	-58%	-$117K	0.03%	169
2014 Q4	$196K	Buy	1,447 +12	+0.8%	+$1.53K	0.08%	107
2014 Q3	$159K	Hold	1,435	–	–	0.07%	113
2014 Q2	$166K	Hold	1,435	–	–	0.07%	113
2014 Q1	$164K	Hold	1,435	–	–	0.08%	104
2013 Q4	$155K	Sell	1,435 -67	-4%	-$6.95K	0.09%	100
2013 Q3	$147K	Hold	1,502	–	–	0.09%	96
2013 Q2	$145K	Buy	+1,502	New	+$143K	0.1%	84

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

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

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

First Eagle Investment Management New York $60.8B AUM 26.63% 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

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

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

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

Tortoise Investment Management's BDX Position: Q4 2025 in Review

Tortoise Investment Management sold out of Becton Dickinson (BDX) in Q4 2025, closing a stake of 270 shares — an estimated $50.6K sold.

Tortoise Investment Management first reported a position in BDX in Q2 2013 and held it in 50 quarters. The position peaked at $196K in Q4 2014. 1,549 funds tracked by Wall St. Rank hold BDX as of Q4 2025.

Tortoise Investment Management reported no remaining Becton Dickinson position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 270 Becton Dickinson shares in Q4 2025, an estimated $50.6K.
Tortoise Investment Management first reported a position in Becton Dickinson in Q2 2013 and held it in 50 quarters.
Tortoise Investment Management's Becton Dickinson position peaked at $196K in Q4 2014.
1,549 funds tracked by Wall St. Rank held Becton Dickinson as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.