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Bernzott Capital Advisors’s Becton Dickinson BDX Stock Holding History

Bernzott Capital 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
2026
Q2 		$5.84M Sell
38,603
-7,534
-16% -$1.13M 2.34% 18
2026
Q1 		$7.25M Buy
46,137
+17,564
+61% +$3.22M 3.48% 8
2025
Q4 		$5.55M Sell
28,573
-5,200
-15% -$990K 2.64% 20
2025
Q3 		$6.32M Buy
33,773
+781
+2% +$145K 2.98% 20
2025
Q2 		$5.68M Buy
32,992
+13,157
+66% +$2.41M 2.9% 22
2025
Q1 		$4.54M Buy
19,835
+426
+2% +$98.8K 2.24% 27
2024
Q4 		$4.4M Sell
19,409
-3,273
-14% -$756K 2.18% 29
2024
Q3 		$5.47M Buy
22,682
+99
+0.4% +$23.2K 2.35% 27
2024
Q2 		$5.28M Sell
22,583
-3,050
-12% -$719K 2.43% 29
2024
Q1 		$6.34M Buy
25,633
+5,504
+27% +$1.32M 2.51% 28
2023
Q4 		$4.91M Sell
20,129
-818
-4% -$202K 1.92% 31
2023
Q3 		$5.42M Sell
20,947
-3,558
-15% -$961K 1.87% 31
2023
Q2 		$6.47M Sell
24,505
-625
-2% -$159K 1.4% 40
2023
Q1 		$6.22M Buy
+25,130
New +$6.15M 1.29% 40

Other funds holding BDX

GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Bernzott Capital Advisors's BDX Position: Q2 2026 in Review

Bernzott Capital Advisors reduced its Becton Dickinson (BDX) stake by 16% in Q2 2026, selling an estimated $1.13M and leaving 38,603 shares worth $5.84M. The position accounts for 2.34% of the portfolio, ranked #18.

Bernzott Capital Advisors first reported a position in BDX in Q1 2023 and has held it in 14 quarters since. The position peaked at $7.25M in Q1 2026. 612 funds tracked by Wall St. Rank hold BDX as of Q2 2026.

  • Bernzott Capital Advisors held 38,603 shares of Becton Dickinson worth $5.84M as of Q2 2026.
  • Bernzott Capital Advisors sold 7,534 Becton Dickinson shares in Q2 2026, an estimated $1.13M.
  • Becton Dickinson made up 2.34% of Bernzott Capital Advisors's portfolio in Q2 2026, its #18 holding.
  • Bernzott Capital Advisors first reported a position in Becton Dickinson in Q1 2023 and has held it in 14 quarters since.
  • Bernzott Capital Advisors's Becton Dickinson position peaked at $7.25M in Q1 2026.
  • 612 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2026.

Based on Bernzott Capital Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.