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Cary Street Partners’s BWX Technologies BWXT Stock Holding History

Cary Street 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 		$11.5M Buy
59,335
+2,239
+4% +$466K 0.25% 95
2026
Q1 		$11.7M Buy
57,096
+37,678
+194% +$7.65M 0.29% 83
2025
Q4 		$3.36M Buy
+19,418
New +$3.64M 0.08% 237

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

Cary Street Partners's BWXT Position: Q2 2026 in Review

Cary Street Partners increased its BWX Technologies (BWXT) stake by 3.9% in Q2 2026, buying an estimated $466K and bringing the position to 59,335 shares worth $11.5M. The position accounts for 0.25% of the portfolio, ranked #95.

Cary Street Partners first reported a position in BWXT in Q4 2025 and has held it in 3 quarters since. The position peaked at $11.7M in Q1 2026. 854 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • Cary Street Partners held 59,335 shares of BWX Technologies worth $11.5M as of Q2 2026.
  • Cary Street Partners bought 2,239 BWX Technologies shares in Q2 2026, an estimated $466K.
  • BWX Technologies made up 0.25% of Cary Street Partners's portfolio in Q2 2026, its #95 holding.
  • Cary Street Partners first reported a position in BWX Technologies in Q4 2025 and has held it in 3 quarters since.
  • Cary Street Partners's BWX Technologies position peaked at $11.7M in Q1 2026.
  • 854 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.