HIW
BW icon

Holos Integrated Wealth’s Babcock & Wilcox BW Stock Holding History

Holos Integrated Wealth’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
2026
Q2 		$805 Hold
75
– – ﹤0.01% 354
2026
Q1 		$1.28K Buy
+75
New +$789 ﹤0.01% 358

Other funds holding BW

EPM
Equitec Proprietary Markets Chicago, Illinois $559M AUM 230.29% 1-Year Est. Return
HAIM
Hunter Associates Investment Management Pittsburgh, Pennsylvania $868M AUM 32.25% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
CWA
Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return

Holos Integrated Wealth's BW Position: Q2 2026 in Review

Holos Integrated Wealth held its Babcock & Wilcox (BW) position steady in Q2 2026 at 75 shares worth $805. The position accounts for ﹤0.01% of the portfolio, ranked #354.

Holos Integrated Wealth first reported a position in BW in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.28K in Q1 2026. 17 funds tracked by Wall St. Rank hold BW as of Q2 2026.

  • Holos Integrated Wealth held 75 shares of Babcock & Wilcox worth $805 as of Q2 2026.
  • Holos Integrated Wealth left its Babcock & Wilcox share count unchanged in Q2 2026.
  • Babcock & Wilcox made up ﹤0.01% of Holos Integrated Wealth's portfolio in Q2 2026, its #354 holding.
  • Holos Integrated Wealth first reported a position in Babcock & Wilcox in Q1 2026 and has held it in 2 quarters since.
  • Holos Integrated Wealth's Babcock & Wilcox position peaked at $1.28K in Q1 2026.
  • 17 funds tracked by Wall St. Rank held Babcock & Wilcox as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.