EWM
BW icon

Evermay Wealth Management’s Babcock & Wilcox BW Stock Holding History

Evermay Wealth Management’s Portfolio BW Stock Details BW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-325
Closed -$219 – 579
2025
Q1 		$219 Buy
+325
New +$402 ﹤0.01% 563

Other funds holding BW

BRF
B. Riley Financial Los Angeles, California $456M AUM 896.07% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CM
CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
VCG
Vantage Consulting Group Virginia Beach, Virginia $19.7M AUM 280.87% 1-Year Est. Return
BCM
Brightline Capital Management Miami, Florida $338M AUM 197.95% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Evermay Wealth Management's BW Position: Q2 2025 in Review

Evermay Wealth Management sold out of Babcock & Wilcox (BW) in Q2 2025, closing a stake of 325 shares — an estimated $219 sold.

Evermay Wealth Management first reported a position in BW in Q1 2025 and held it in 1 quarter. The position peaked at $219 in Q1 2025. 73 funds tracked by Wall St. Rank hold BW as of Q2 2025.

  • Evermay Wealth Management reported no remaining Babcock & Wilcox position as of Q2 2025 after selling out during the quarter.
  • Evermay Wealth Management sold 325 Babcock & Wilcox shares in Q2 2025, an estimated $219.
  • Evermay Wealth Management first reported a position in Babcock & Wilcox in Q1 2025 and held it in 1 quarter.
  • Evermay Wealth Management's Babcock & Wilcox position peaked at $219 in Q1 2025.
  • 73 funds tracked by Wall St. Rank held Babcock & Wilcox as of Q2 2025.

Based on Evermay Wealth Management's 13F filing for Q2 2025, filed 30 Jul 2025.