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FORA Capital’s BWX Technologies BWXT Stock Holding History

FORA Capital’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 		– Sell
-12,040
Closed -$2.08M – 444
2025
Q4 		$2.08M Buy
+12,040
New +$2.26M 0.25% 103
2023
Q1 		– Sell
-5,852
Closed -$340K – 533
2022
Q4 		$340K Buy
+5,852
New +$336K 0.05% 333
2022
Q1 		– Sell
-4,675
Closed -$224K – 522
2021
Q4 		$224K Buy
+4,675
New +$245K 0.09% 274
2020
Q3 		– Sell
-3,023
Closed -$171K – 680
2020
Q2 		$171K Sell
3,023
-1,356
-31% -$75.8K 0.06% 381
2020
Q1 		$213K Buy
4,379
+241
+6% +$14.3K 0.05% 436
2019
Q4 		$257K Buy
+4,138
New +$246K 0.03% 563

Other funds holding BWXT

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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