Atika Capital Management’s BWX Technologies BWXT Stock Holding History

Atika Capital Management’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	$10.5M	Sell	54,000 -28,550	-35%	-$5.95M	0.69%	40
2026 Q1	$16.9M	Sell	82,550 -26,350	-24%	-$5.35M	2.12%	13
2025 Q4	$18.8M	Sell	108,900 -108,500	-50%	-$20.4M	1.98%	10
2025 Q3	$40.1M	Buy	217,400 +7,000	+3%	+$1.13M	3.23%	6
2025 Q2	$30.3M	Buy	210,400 +103,000	+96%	+$12M	3.03%	10
2025 Q1	$10.6M	Hold	107,400	–	–	1.49%	22
2024 Q4	$12M	Hold	107,400	–	–	1.27%	23
2024 Q3	$11.7M	Hold	107,400	–	–	1.2%	25
2024 Q2	$10.2M	Sell	107,400 -43,600	-29%	-$4.04M	1%	29
2024 Q1	$15.5M	Sell	151,000 -14,000	-8%	-$1.25M	1.53%	17
2023 Q4	$12.7M	Sell	165,000 -14,000	-8%	-$1.08M	1.7%	21
2023 Q3	$13.4M	Buy	179,000 +65,000	+57%	+$4.7M	1.76%	25
2023 Q2	$8.16M	Buy	114,000 +6,000	+6%	+$392K	0.82%	47
2023 Q1	$6.81M	Sell	108,000 -55,573	-34%	-$3.35M	1.01%	41
2022 Q4	$9.5M	Buy	163,573 +39,203	+32%	+$2.25M	1.37%	27
2022 Q3	$6.26M	Buy	124,370 +66,370	+114%	+$3.58M	0.53%	63
2022 Q2	$3.2M	Buy	+58,000	New	+$3.02M	0.36%	62

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

Atika Capital Management's BWXT Position: Q2 2026 in Review

Atika Capital Management reduced its BWX Technologies (BWXT) stake by 35% in Q2 2026, selling an estimated $5.95M and leaving 54,000 shares worth $10.5M. The position accounts for 0.69% of the portfolio, ranked #40.

Atika Capital Management first reported a position in BWXT in Q2 2022 and has held it in 17 quarters since. The position peaked at $40.1M in Q3 2025. 852 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

Atika Capital Management held 54,000 shares of BWX Technologies worth $10.5M as of Q2 2026.
Atika Capital Management sold 28,550 BWX Technologies shares in Q2 2026, an estimated $5.95M.
BWX Technologies made up 0.69% of Atika Capital Management's portfolio in Q2 2026, its #40 holding.
Atika Capital Management first reported a position in BWX Technologies in Q2 2022 and has held it in 17 quarters since.
Atika Capital Management's BWX Technologies position peaked at $40.1M in Q3 2025.
852 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Atika Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.