Ardsley Advisory Partners’s BWX Technologies BWXT Stock Holding History

Ardsley Advisory Partners’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	$3.89M	Sell	20,000 -5,000	-20%	-$1.04M	0.41%	75
2026 Q1	$5.11M	Hold	25,000	–	–	0.65%	49
2025 Q4	$4.32M	Sell	25,000 -15,000	-38%	-$2.81M	0.47%	68
2025 Q3	$7.37M	Sell	40,000 -45,000	-53%	-$7.24M	0.91%	40
2025 Q2	$12.2M	Buy	+85,000	New	+$9.93M	1.61%	14
2014 Q3	–	Sell	-27,960	Closed	-$649K	–	195
2014 Q2	$649K	Buy	+27,960	New	+$663K	0.08%	124

Other funds holding BWXT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Ardsley Advisory Partners's BWXT Position: Q2 2026 in Review

Ardsley Advisory Partners reduced its BWX Technologies (BWXT) stake by 20% in Q2 2026, selling an estimated $1.04M and leaving 20,000 shares worth $3.89M. The position accounts for 0.41% of the portfolio, ranked #75.

Ardsley Advisory Partners first reported a position in BWXT in Q2 2014 and has held it in 6 quarters since. The position peaked at $12.2M in Q2 2025. 854 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

Ardsley Advisory Partners held 20,000 shares of BWX Technologies worth $3.89M as of Q2 2026.
Ardsley Advisory Partners sold 5,000 BWX Technologies shares in Q2 2026, an estimated $1.04M.
BWX Technologies made up 0.41% of Ardsley Advisory Partners's portfolio in Q2 2026, its #75 holding.
Ardsley Advisory Partners first reported a position in BWX Technologies in Q2 2014 and has held it in 6 quarters since.
Ardsley Advisory Partners's BWX Technologies position peaked at $12.2M in Q2 2025.
854 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Ardsley Advisory Partners's 13F filing for Q2 2026, filed 13 Jul 2026.