HP
BWXT icon

Harvey Partners’s BWX Technologies BWXT Stock Holding History

Harvey 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
2026
Q2 		$47.3M Sell
243,107
-12,193
-5% -$2.54M 3.24% 11
2026
Q1 		$52.2M Buy
255,300
+3,828
+2% +$777K 4.15% 5
2025
Q4 		$43.5M Sell
251,472
-38,028
-13% -$7.13M 3.85% 6
2025
Q3 		$53.4M Sell
289,500
-46,000
-14% -$7.4M 4.75% 2
2025
Q2 		$48.3M Buy
335,500
+6,500
+2% +$759K 4.74% 3
2025
Q1 		$32.5M Sell
329,000
-24,000
-7% -$2.6M 3.79% 8
2024
Q4 		$39.3M Sell
353,000
-55,000
-13% -$6.72M 4.37% 7
2024
Q3 		$44.3M Buy
408,000
+22,500
+6% +$2.23M 5.05% 3
2024
Q2 		$36.6M Sell
385,500
-19,500
-5% -$1.81M 4.4% 3
2024
Q1 		$41.6M Sell
405,000
-38,000
-9% -$3.4M 4.4% 2
2023
Q4 		$34M Sell
443,000
-142,000
-24% -$10.9M 3.86% 9
2023
Q3 		$43.9M Buy
585,000
+15,000
+3% +$1.08M 5.56% 1
2023
Q2 		$40.8M Hold
570,000
– – 4.99% 3
2023
Q1 		$35.9M Buy
570,000
+12,500
+2% +$753K 4.45% 3
2022
Q4 		$32.4M Buy
557,500
+42,500
+8% +$2.44M 4.11% 7
2022
Q3 		$25.9M Buy
515,000
+201,000
+64% +$10.9M 3.8% 10
2022
Q2 		$17.3M Buy
314,000
+109,500
+54% +$5.69M 3.8% 13
2022
Q1 		$11M Buy
204,500
+118,500
+138% +$5.83M 2.72% 19
2021
Q4 		$4.12M Buy
+86,000
New +$4.5M 1.67% 27
2018
Q4 		– Sell
-77,500
Closed -$4.85M – 20
2018
Q3 		$4.85M Hold
77,500
– – 6.75% 3
2018
Q2 		$4.83M Buy
77,500
+15,000
+24% +$998K 6.29% 3
2018
Q1 		$3.97M Hold
62,500
– – 5.87% 5
2017
Q4 		$3.78M Hold
62,500
– – 4.8% 8
2017
Q3 		$3.5M Sell
62,500
-37,542
-38% -$1.99M 4.02% 10
2017
Q2 		$4.88M Buy
100,042
+20,042
+25% +$971K 5.59% 4
2017
Q1 		$3.81M Buy
+80,000
New +$3.49M 4.59% 6

Other funds holding BWXT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Harvey Partners's BWXT Position: Q2 2026 in Review

Harvey Partners reduced its BWX Technologies (BWXT) stake by 4.8% in Q2 2026, selling an estimated $2.54M and leaving 243,107 shares worth $47.3M. The position accounts for 3.24% of the portfolio, ranked #11.

Harvey Partners first reported a position in BWXT in Q1 2017 and has held it in 26 quarters since. The position peaked at $53.4M in Q3 2025. 852 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • Harvey Partners held 243,107 shares of BWX Technologies worth $47.3M as of Q2 2026.
  • Harvey Partners sold 12,193 BWX Technologies shares in Q2 2026, an estimated $2.54M.
  • BWX Technologies made up 3.24% of Harvey Partners's portfolio in Q2 2026, its #11 holding.
  • Harvey Partners first reported a position in BWX Technologies in Q1 2017 and has held it in 26 quarters since.
  • Harvey Partners's BWX Technologies position peaked at $53.4M in Q3 2025.
  • 852 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Harvey Partners's 13F filing for Q2 2026, filed 14 Aug 2026.