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Zynergy Retirement Planning’s Becton Dickinson BDX Stock Holding History

Zynergy Retirement Planning’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
Q2 		– Sell
-1
Closed -$227 – 32
2025
Q1 		$227 Hold
1
– – ﹤0.01% 113
2024
Q4 		$241 Hold
1
– – ﹤0.01% 107
2024
Q3 		$241 Hold
1
– – ﹤0.01% 107
2024
Q2 		$234 Buy
+1
New +$236 ﹤0.01% 121

Other funds holding BDX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Zynergy Retirement Planning's BDX Position: Q2 2025 in Review

Zynergy Retirement Planning sold out of Becton Dickinson (BDX) in Q2 2025, closing a stake of 1 share — an estimated $227 sold.

Zynergy Retirement Planning first reported a position in BDX in Q2 2024 and held it in 4 quarters. The position peaked at $241 in Q4 2024. 1,516 funds tracked by Wall St. Rank hold BDX as of Q2 2025.

  • Zynergy Retirement Planning reported no remaining Becton Dickinson position as of Q2 2025 after selling out during the quarter.
  • Zynergy Retirement Planning sold 1 Becton Dickinson share in Q2 2025, an estimated $227.
  • Zynergy Retirement Planning first reported a position in Becton Dickinson in Q2 2024 and held it in 4 quarters.
  • Zynergy Retirement Planning's Becton Dickinson position peaked at $241 in Q4 2024.
  • 1,516 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2025.

Based on Zynergy Retirement Planning's 13F filing for Q2 2025, filed 4 Sep 2025.