CFO
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CVA Family Office’s BWX Technologies BWXT Stock Holding History

CVA Family Office’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 		$35.4K Buy
173
+93
+116% +$18.9K ﹤0.01% 669
2025
Q4 		$13.8K Hold
80
– – ﹤0.01% 754
2025
Q3 		$14.8K Hold
80
– – ﹤0.01% 748
2025
Q2 		$11.5K Hold
80
– – ﹤0.01% 775
2025
Q1 		$7.89K Buy
80
+5
+7% +$543 ﹤0.01% 833
2024
Q4 		$8.35K Hold
75
– – ﹤0.01% 815
2024
Q3 		$8.15K Hold
75
– – ﹤0.01% 784
2024
Q2 		$7.13K Hold
75
– – ﹤0.01% 790
2024
Q1 		$7.7K Hold
75
– – ﹤0.01% 787
2023
Q4 		$5.75K Buy
+75
New +$5.77K ﹤0.01% 803
2023
Q3 		– Sell
-75
Closed -$5.37K – 335
2023
Q2 		$5.37K Buy
+75
New +$4.9K ﹤0.01% 797

Other funds holding BWXT

BlackRock
BlackRock New York $5.72T 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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return