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Caledonia Investments (Australia)’s BWX Technologies BWXT Stock Holding History

Caledonia Investments (Australia)’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
Q1 		– Sell
-1,371
Closed -$237K – 17
2025
Q4 		$237K Hold
1,371
– – ﹤0.01% 16
2025
Q3 		$253K Buy
+1,371
New +$221K ﹤0.01% 16

Other funds holding BWXT

BlackRock
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VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Caledonia Investments (Australia)'s BWXT Position: Q1 2026 in Review

Caledonia Investments (Australia) sold out of BWX Technologies (BWXT) in Q1 2026, closing a stake of 1,371 shares — an estimated $237K sold.

Caledonia Investments (Australia) first reported a position in BWXT in Q3 2025 and held it in 2 quarters. The position peaked at $253K in Q3 2025. 824 funds tracked by Wall St. Rank hold BWXT as of Q1 2026.

  • Caledonia Investments (Australia) reported no remaining BWX Technologies position as of Q1 2026 after selling out during the quarter.
  • Caledonia Investments (Australia) sold 1,371 BWX Technologies shares in Q1 2026, an estimated $237K.
  • Caledonia Investments (Australia) first reported a position in BWX Technologies in Q3 2025 and held it in 2 quarters.
  • Caledonia Investments (Australia)'s BWX Technologies position peaked at $253K in Q3 2025.
  • 824 funds tracked by Wall St. Rank held BWX Technologies as of Q1 2026.

Based on Caledonia Investments (Australia)'s 13F filing for Q1 2026, filed 15 May 2026.