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AlTi Global’s BWX Technologies BWXT Stock Holding History

AlTi Global’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
Q2 		$1.13M Buy
5,816
+20
+0.3% +$4.17K 0.02% 249
2026
Q1 		$1.19M Sell
5,796
-88
-1% -$17.9K 0.03% 213
2025
Q4 		$1.02M Buy
5,884
+90
+2% +$16.9K 0.02% 231
2025
Q3 		$1.07M Buy
5,794
+11
+0.2% +$1.77K 0.03% 232
2025
Q2 		$796K Buy
5,783
+2,471
+75% +$289K 0.02% 259
2025
Q1 		$327K Buy
3,312
+5
+0.2% +$543 0.01% 319
2024
Q4 		$405K Buy
+3,307
New +$404K 0.01% 306

Other funds holding BWXT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AlTi Global's BWXT Position: Q2 2026 in Review

AlTi Global increased its BWX Technologies (BWXT) stake by 0.35% in Q2 2026, buying an estimated $4.17K and bringing the position to 5,816 shares worth $1.13M. The position accounts for 0.02% of the portfolio, ranked #249.

AlTi Global first reported a position in BWXT in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.19M in Q1 2026. 852 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • AlTi Global held 5,816 shares of BWX Technologies worth $1.13M as of Q2 2026.
  • AlTi Global bought 20 BWX Technologies shares in Q2 2026, an estimated $4.17K.
  • BWX Technologies made up 0.02% of AlTi Global's portfolio in Q2 2026, its #249 holding.
  • AlTi Global first reported a position in BWX Technologies in Q4 2024 and has held it in 7 quarters since.
  • AlTi Global's BWX Technologies position peaked at $1.19M in Q1 2026.
  • 852 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on AlTi Global's 13F filing for Q2 2026, filed 5 Aug 2026.