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Horizon Investments’s BWX Technologies BWXT Stock Holding History

Horizon Investments’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 		$331K Sell
1,699
-1,741
-51% -$363K ﹤0.01% 927
2026
Q1 		$703K Buy
3,440
+1,063
+45% +$216K 0.01% 786
2025
Q4 		$411K Sell
2,377
-25,752
-92% -$4.83M 0.01% 867
2025
Q3 		$5.19M Buy
28,129
+28,116
+216,277% +$4.52M 0.07% 231
2025
Q2 		$1.87K Hold
13
– – ﹤0.01% 1027
2025
Q1 		$1.28K Hold
13
– – ﹤0.01% 784
2024
Q4 		$1.45K Hold
13
– – ﹤0.01% 766
2024
Q3 		$1.41K Buy
+13
New +$1.29K ﹤0.01% 747

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

Horizon Investments's BWXT Position: Q2 2026 in Review

Horizon Investments reduced its BWX Technologies (BWXT) stake by 51% in Q2 2026, selling an estimated $363K and leaving 1,699 shares worth $331K. The position accounts for ﹤0.01% of the portfolio, ranked #927.

Horizon Investments first reported a position in BWXT in Q3 2024 and has held it in 8 quarters since. The position peaked at $5.19M in Q3 2025. 852 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • Horizon Investments held 1,699 shares of BWX Technologies worth $331K as of Q2 2026.
  • Horizon Investments sold 1,741 BWX Technologies shares in Q2 2026, an estimated $363K.
  • BWX Technologies made up ﹤0.01% of Horizon Investments's portfolio in Q2 2026, its #927 holding.
  • Horizon Investments first reported a position in BWX Technologies in Q3 2024 and has held it in 8 quarters since.
  • Horizon Investments's BWX Technologies position peaked at $5.19M in Q3 2025.
  • 852 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Horizon Investments's 13F filing for Q2 2026, filed 13 Aug 2026.