Rothwell Investment Advisors, LLC’s BWX Technologies BWXT Stock Holding History

Rothwell Investment Advisors, LLC’s Portfolio BWXT Stock Details BWXT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$13.4K	Buy	+98	New	+$16K	0.01%	710

Other funds holding BWXT

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return

ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Segra Capital Management Palm Beach, Florida $822M AUM 57.18% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $24.3B AUM 19.37% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Rothwell Investment Advisors, LLC's BWXT Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in BWX Technologies (BWXT) in Q3 2026: 98 shares worth $13.4K. The stake represents 0.01% of the portfolio and ranks #710 among its holdings.

360 funds tracked by Wall St. Rank hold BWXT as of Q3 2026.

Rothwell Investment Advisors, LLC held 98 shares of BWX Technologies worth $13.4K as of Q3 2026.
BWX Technologies was a new Rothwell Investment Advisors, LLC position in Q3 2026.
BWX Technologies made up 0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #710 holding.
360 funds tracked by Wall St. Rank held BWX Technologies as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.