Itau Unibanco Holding S.A.’s BWX Technologies BWXT Stock Holding History

Itau Unibanco Holding S.A.’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
2025 Q1	–	Sell	-10,000	Closed	-$1.12M	–	409
2024 Q4	$1.12M	Buy	+10,000	New	+$1.22M	0.03%	112
2018 Q3	–	Sell	-307	Closed	-$19K	–	617
2018 Q2	$19K	Sell	307 -512	-63%	-$34.1K	﹤0.01%	675
2018 Q1	$52K	Sell	819 -2,598	-76%	-$165K	﹤0.01%	475
2017 Q4	$207K	Sell	3,417 -240	-7%	-$14.5K	0.01%	270
2017 Q3	$648K	Buy	3,657 +2,917	+394%	+$155K	0.04%	233
2017 Q2	$36K	Sell	740 -350	-32%	-$17K	﹤0.01%	329
2017 Q1	$52K	Buy	+1,090	New	+$47.6K	0.01%	194

Other funds holding BWXT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

SCM

Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Itau Unibanco Holding S.A.'s BWXT Position: Q1 2025 in Review

Itau Unibanco Holding S.A. sold out of BWX Technologies (BWXT) in Q1 2025, closing a stake of 10,000 shares — an estimated $1.12M sold.

Itau Unibanco Holding S.A. first reported a position in BWXT in Q1 2017 and held it in 7 quarters. The position peaked at $1.12M in Q4 2024. 606 funds tracked by Wall St. Rank hold BWXT as of Q1 2025.

Itau Unibanco Holding S.A. reported no remaining BWX Technologies position as of Q1 2025 after selling out during the quarter.
Itau Unibanco Holding S.A. sold 10,000 BWX Technologies shares in Q1 2025, an estimated $1.12M.
Itau Unibanco Holding S.A. first reported a position in BWX Technologies in Q1 2017 and held it in 7 quarters.
Itau Unibanco Holding S.A.'s BWX Technologies position peaked at $1.12M in Q4 2024.
606 funds tracked by Wall St. Rank held BWX Technologies as of Q1 2025.

Based on Itau Unibanco Holding S.A.'s 13F filing for Q1 2025, filed 14 May 2025.