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Edgestream Partners’s BWX Technologies BWXT Stock Holding History

Edgestream Partners’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
2025
Q2 		– Sell
-66,521
Closed -$6.56M – 862
2025
Q1 		$6.56M Buy
+66,521
New +$7.22M 0.22% 152
2022
Q1 		– Sell
-37,291
Closed -$1.78M – 533
2021
Q4 		$1.78M Buy
+37,291
New +$1.95M 0.11% 245

Other funds holding BWXT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Edgestream Partners's BWXT Position: Q2 2025 in Review

Edgestream Partners sold out of BWX Technologies (BWXT) in Q2 2025, closing a stake of 66,521 shares — an estimated $6.56M sold.

Edgestream Partners first reported a position in BWXT in Q4 2021 and held it in 2 quarters. The position peaked at $6.56M in Q1 2025. 651 funds tracked by Wall St. Rank hold BWXT as of Q2 2025.

  • Edgestream Partners reported no remaining BWX Technologies position as of Q2 2025 after selling out during the quarter.
  • Edgestream Partners sold 66,521 BWX Technologies shares in Q2 2025, an estimated $6.56M.
  • Edgestream Partners first reported a position in BWX Technologies in Q4 2021 and held it in 2 quarters.
  • Edgestream Partners's BWX Technologies position peaked at $6.56M in Q1 2025.
  • 651 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2025.

Based on Edgestream Partners's 13F filing for Q2 2025, filed 13 Aug 2025.