Cathie Wood’s BWX Technologies BWXT Stock Holding History

Cathie Wood’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	$107M	Sell	549,881 -72,665	-12%	-$15.1M	0.69%	41
2026 Q1	$127M	Sell	622,546 -44,947	-7%	-$9.13M	0.99%	33
2025 Q4	$115M	Sell	667,493 -13,503	-2%	-$2.53M	0.77%	38
2025 Q3	$126M	Buy	680,996 +39,947	+6%	+$6.43M	0.75%	40
2025 Q2	$92.3M	Buy	641,049 +519,285	+426%	+$60.7M	0.68%	38
2025 Q1	$12M	Buy	121,764 +26,841	+28%	+$2.91M	0.12%	85
2024 Q4	$10.6M	Buy	+94,923	New	+$11.6M	0.09%	92
2022 Q3	–	Sell	-3,199	Closed	-$164K	–	266
2022 Q2	$164K	Sell	3,199 -152	-5%	-$7.9K	﹤0.01%	277
2022 Q1	$180K	Buy	+3,351	New	+$165K	﹤0.01%	294

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

Cathie Wood's BWXT Position: Q2 2026 in Review

Cathie Wood reduced its BWX Technologies (BWXT) stake by 12% in Q2 2026, selling an estimated $15.1M and leaving 549,881 shares worth $107M. The position accounts for 0.69% of the portfolio, ranked #41.

Cathie Wood first reported a position in BWXT in Q1 2022 and has held it in 9 quarters since. The position peaked at $127M in Q1 2026. 847 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

Cathie Wood held 549,881 shares of BWX Technologies worth $107M as of Q2 2026.
Cathie Wood sold 72,665 BWX Technologies shares in Q2 2026, an estimated $15.1M.
BWX Technologies made up 0.69% of Cathie Wood's portfolio in Q2 2026, its #41 holding.
Cathie Wood first reported a position in BWX Technologies in Q1 2022 and has held it in 9 quarters since.
Cathie Wood's BWX Technologies position peaked at $127M in Q1 2026.
847 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on ARK Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.