Covea Finance’s BWX Technologies BWXT Stock Holding History

Covea Finance’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	$23.6M	Buy	121,128 +2,169	+2%	+$452K	0.74%	43
2026 Q1	$24.3M	Sell	118,959 -20,697	-15%	-$4.2M	0.85%	36
2025 Q4	$24.1M	Sell	139,656 -2,100	-1%	-$394K	0.8%	42
2025 Q3	$26.1M	Sell	141,756 -30,500	-18%	-$4.91M	0.91%	39
2025 Q2	$24.8M	Buy	172,256 +63,964	+59%	+$7.47M	0.92%	34
2025 Q1	$10.7M	Sell	108,292 -22,008	-17%	-$2.39M	0.49%	59
2024 Q4	$14.5M	Sell	130,300 -5,000	-4%	-$611K	0.65%	48
2024 Q3	$14.7M	Buy	135,300 +3,300	+3%	+$328K	0.65%	47
2024 Q2	$12.5M	Buy	132,000 +119,500	+956%	+$11.1M	0.57%	50
2024 Q1	$1.28M	Buy	+12,500	New	+$1.12M	0.06%	104

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

Covea Finance's BWXT Position: Q2 2026 in Review

Covea Finance increased its BWX Technologies (BWXT) stake by 1.8% in Q2 2026, buying an estimated $452K and bringing the position to 121,128 shares worth $23.6M. The position accounts for 0.74% of the portfolio, ranked #43.

Covea Finance first reported a position in BWXT in Q1 2024 and has held it in 10 quarters since. The position peaked at $26.1M in Q3 2025. 852 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

Covea Finance held 121,128 shares of BWX Technologies worth $23.6M as of Q2 2026.
Covea Finance bought 2,169 BWX Technologies shares in Q2 2026, an estimated $452K.
BWX Technologies made up 0.74% of Covea Finance's portfolio in Q2 2026, its #43 holding.
Covea Finance first reported a position in BWX Technologies in Q1 2024 and has held it in 10 quarters since.
Covea Finance's BWX Technologies position peaked at $26.1M in Q3 2025.
852 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Covea Finance's 13F filing for Q2 2026, filed 13 Jul 2026.