Hennion & Walsh Asset Management’s BWX Technologies BWXT Stock Holding History

Hennion & Walsh Asset Management’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	$4.64M	Buy	23,822 +815	+4%	+$170K	0.13%	200
2026 Q1	$4.7M	Buy	23,007 +3,048	+15%	+$619K	0.16%	161
2025 Q4	$3.45M	Sell	19,959 -1,031	-5%	-$193K	0.12%	222
2025 Q3	$3.87M	Buy	20,990 +4,539	+28%	+$730K	0.14%	182
2025 Q2	$2.37M	Buy	16,451 +3,411	+26%	+$399K	0.1%	273
2025 Q1	$1.29M	Buy	13,040 +935	+8%	+$101K	0.06%	408
2024 Q4	$1.35M	Buy	12,105 +3,192	+36%	+$390K	0.06%	393
2024 Q3	$969K	Buy	8,913 +1,529	+21%	+$152K	0.05%	454
2024 Q2	$701K	Buy	7,384 +2,449	+50%	+$227K	0.04%	501
2024 Q1	$506K	Buy	+4,935	New	+$441K	0.03%	561

Other funds holding BWXT

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Arkfeld Wealth Strategies Omaha, Nebraska $334M AUM 26.97% 1-Year Est. Return