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Atria Investments’s BWX Technologies BWXT Stock Holding History

Atria Investments’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 		$1.01M Buy
5,164
+406
+9% +$84.6K 0.01% 1111
2026
Q1 		$973K Sell
4,758
-1,540
-24% -$313K 0.01% 1072
2025
Q4 		$1.09M Buy
6,298
+682
+12% +$128K 0.01% 1016
2025
Q3 		$1.04M Sell
5,616
-1,111
-17% -$179K 0.01% 1043
2025
Q2 		$969K Buy
6,727
+23
+0.3% +$2.69K 0.01% 1050
2025
Q1 		$661K Buy
6,704
+691
+11% +$75K 0.01% 1200
2024
Q4 		$670K Buy
6,013
+232
+4% +$28.3K 0.01% 1179
2024
Q3 		$628K Sell
5,781
-1,694
-23% -$168K 0.01% 1220
2024
Q2 		$710K Buy
+7,475
New +$693K 0.01% 1121
2020
Q2 		– Sell
-4,556
Closed -$222K – 563
2020
Q1 		$222K Sell
4,556
-3,848
-46% -$229K 0.02% 506
2019
Q4 		$522K Buy
8,404
+1,270
+18% +$75.5K 0.01% 774
2019
Q3 		$408K Buy
7,134
+157
+2% +$8.77K 0.01% 628
2019
Q2 		$391K Buy
6,977
+856
+14% +$42.7K 0.01% 652
2019
Q1 		$303K Buy
+6,121
New +$289K 0.01% 700
2018
Q4 		– Sell
-4,383
Closed -$274K – 891
2018
Q3 		$274K Buy
4,383
+970
+28% +$61.4K 0.01% 805
2018
Q2 		$213K Buy
3,413
+26
+0.8% +$1.73K 0.01% 887
2018
Q1 		$215K Sell
3,387
-1,496
-31% -$94.8K 0.01% 793
2017
Q4 		$295K Buy
4,883
+973
+25% +$58.7K 0.01% 654
2017
Q3 		$219K Buy
+3,910
New +$207K 0.01% 714

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 $3.38T AUM 44.17% 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

Atria Investments's BWXT Position: Q2 2026 in Review

Atria Investments increased its BWX Technologies (BWXT) stake by 8.5% in Q2 2026, buying an estimated $84.6K and bringing the position to 5,164 shares worth $1.01M. The position accounts for 0.01% of the portfolio, ranked #1111.

Atria Investments first reported a position in BWXT in Q3 2017 and has held it in 19 quarters since. The position peaked at $1.09M in Q4 2025. 855 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • Atria Investments held 5,164 shares of BWX Technologies worth $1.01M as of Q2 2026.
  • Atria Investments bought 406 BWX Technologies shares in Q2 2026, an estimated $84.6K.
  • BWX Technologies made up 0.01% of Atria Investments's portfolio in Q2 2026, its #1111 holding.
  • Atria Investments first reported a position in BWX Technologies in Q3 2017 and has held it in 19 quarters since.
  • Atria Investments's BWX Technologies position peaked at $1.09M in Q4 2025.
  • 855 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.