Southpoint Capital Advisors’s Becton Dickinson BDX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-1,000,000
Closed -$157M 36
2026
Q1
$157M Sell
1,000,000
-400,000
-29% -$73.4M 3.24% 14
2025
Q4
$272M Hold
1,400,000
6.32% 1
2025
Q3
$262M Buy
1,400,000
+100,000
+8% +$18.6M 6.87% 1
2025
Q2
$224M Buy
1,300,000
+700,000
+117% +$128M 5.64% 1
2025
Q1
$137M Buy
+600,000
New +$139M 3.28% 12

Other funds holding BDX

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

Southpoint Capital Advisors sold out of Becton Dickinson (BDX) in Q2 2026, closing a stake of 1,000,000 shares — an estimated $157M sold.

Southpoint Capital Advisors first reported a position in BDX in Q1 2025 and held it in 5 quarters. The position peaked at $272M in Q4 2025. 1,434 funds tracked by Wall St. Rank hold BDX as of Q2 2026.

  • Southpoint Capital Advisors reported no remaining Becton Dickinson position as of Q2 2026 after selling out during the quarter.
  • Southpoint Capital Advisors sold 1,000,000 Becton Dickinson shares in Q2 2026, an estimated $157M.
  • Southpoint Capital Advisors first reported a position in Becton Dickinson in Q1 2025 and held it in 5 quarters.
  • Southpoint Capital Advisors's Becton Dickinson position peaked at $272M in Q4 2025.
  • 1,434 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2026.

Based on Southpoint Capital Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.