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Cooper Financial Group’s BWX Technologies BWXT Stock Holding History

Cooper Financial Group’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 		$776K Buy
3,988
+1
+0% +$208 0.06% 204
2026
Q1 		$815K Sell
3,987
-498
-11% -$101K 0.08% 186
2025
Q4 		$775K Hold
4,485
– – 0.08% 177
2025
Q3 		$827K Sell
4,485
-610
-12% -$98.1K 0.09% 171
2025
Q2 		$734K Sell
5,095
-1,478
-22% -$173K 0.09% 186
2025
Q1 		$648K Sell
6,573
-47
-0.7% -$5.1K 0.09% 202
2024
Q4 		$737K Buy
+6,620
New +$809K 0.09% 183

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

Cooper Financial Group's BWXT Position: Q2 2026 in Review

Cooper Financial Group increased its BWX Technologies (BWXT) stake by 0.03% in Q2 2026, buying an estimated $208 and bringing the position to 3,988 shares worth $776K. The position accounts for 0.06% of the portfolio, ranked #204.

Cooper Financial Group first reported a position in BWXT in Q4 2024 and has held it in 7 quarters since. The position peaked at $827K in Q3 2025. 854 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • Cooper Financial Group held 3,988 shares of BWX Technologies worth $776K as of Q2 2026.
  • Cooper Financial Group bought 1 BWX Technologies share in Q2 2026, an estimated $208.
  • BWX Technologies made up 0.06% of Cooper Financial Group's portfolio in Q2 2026, its #204 holding.
  • Cooper Financial Group first reported a position in BWX Technologies in Q4 2024 and has held it in 7 quarters since.
  • Cooper Financial Group's BWX Technologies position peaked at $827K in Q3 2025.
  • 854 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.