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ARS Investment Partners’s BWX Technologies BWXT Stock Holding History

ARS Investment 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 		$21.2M Buy
109,004
+73,515
+207% +$15.3M 0.93% 30
2026
Q1 		$7.26M Buy
35,489
+11,575
+48% +$2.35M 0.38% 45
2025
Q4 		$4.13M Buy
23,914
+377
+2% +$70.7K 0.24% 56
2025
Q3 		$4.34M Buy
+23,537
New +$3.79M 0.29% 49

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

ARS Investment Partners's BWXT Position: Q2 2026 in Review

ARS Investment Partners increased its BWX Technologies (BWXT) stake by 207% in Q2 2026, buying an estimated $15.3M and bringing the position to 109,004 shares worth $21.2M. The position accounts for 0.93% of the portfolio, ranked #30.

ARS Investment Partners first reported a position in BWXT in Q3 2025 and has held it in 4 quarters since. 854 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • ARS Investment Partners held 109,004 shares of BWX Technologies worth $21.2M as of Q2 2026.
  • ARS Investment Partners bought 73,515 BWX Technologies shares in Q2 2026, an estimated $15.3M.
  • BWX Technologies made up 0.93% of ARS Investment Partners's portfolio in Q2 2026, its #30 holding.
  • ARS Investment Partners first reported a position in BWX Technologies in Q3 2025 and has held it in 4 quarters since.
  • 854 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on ARS Investment Partners's 13F filing for Q2 2026, filed 9 Jul 2026.