Contravisory Investment Management’s BWX Technologies BWXT Stock Holding History

Contravisory Investment 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	$19.7K	Sell	101 -7	-6%	-$1.46K	﹤0.01%	306
2026 Q1	$22.1K	Sell	108 -10	-8%	-$2.03K	﹤0.01%	287
2025 Q4	$20.4K	Hold	118	–	–	﹤0.01%	303
2025 Q3	$21.8K	Hold	118	–	–	﹤0.01%	306
2025 Q2	$17K	Sell	118 -27	-19%	-$3.15K	﹤0.01%	316
2025 Q1	$14.3K	Sell	145 -58	-29%	-$6.29K	﹤0.01%	331
2024 Q4	$22.6K	Hold	203	–	–	﹤0.01%	276
2024 Q3	$22.1K	Hold	203	–	–	﹤0.01%	274
2024 Q2	$19.3K	Sell	203 -114	-36%	-$10.6K	﹤0.01%	272
2024 Q1	$32.5K	Hold	317	–	–	0.01%	246
2023 Q4	$24.3K	Buy	+317	New	+$24.4K	0.01%	266

Other funds holding BWXT

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return