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CAS
Coppell Advisory Solutions’s
BWX Technologies
BWXT
Stock Holding History
Coppell Advisory Solutions’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
$818K
Buy
4,267
+27
+0.6%
+$5.48K
0.48%
22
2025
Q4
$739K
Buy
4,240
+392
+10%
+$73.5K
0.07%
203
2025
Q3
$700K
Buy
3,848
+15
+0.4%
+$2.41K
0.07%
204
2025
Q2
$549K
Sell
3,833
-66
-2%
-$7.71K
0.07%
228
2025
Q1
$426K
Sell
3,899
-326
-8%
-$35.4K
0.06%
227
2024
Q4
$474K
Buy
4,225
+254
+6%
+$31K
0.07%
177
2024
Q3
$431K
Buy
3,971
+1,513
+62%
+$150K
0.06%
180
2024
Q2
$233K
Buy
+2,458
New
+$228K
0.04%
230
2023
Q4
$196K
Buy
2,558
+1,040
+69%
+$80K
0.04%
268
2023
Q3
$88.2K
Buy
1,518
+271
+22%
+$19.6K
0.03%
226
2023
Q2
$89K
Buy
+1,247
New
+$81.5K
0.03%
282
2023
Q1
–
Sell
-1,518
Closed
-$88.2K
–
320
2022
Q4
$88.2K
Buy
+1,518
New
+$87.2K
0.03%
231
Other funds holding BWXT
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Invesco
Atlanta, Georgia
$653B AUM
32.41%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Franklin Resources
San Mateo, California
$408B AUM
30.18%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Alkeon Capital Management
New York
$22.1B AUM
51.63%
1-Year Est. Return
VanEck Associates
New York
$133B AUM
72.99%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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