Kovitz Investment Group Partners
BWXT icon

Kovitz Investment Group Partners’s BWX Technologies BWXT Stock Holding History

Kovitz Investment Group 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
2025
Q4 		– Sell
-7,934
Closed -$1.46M – 569
2025
Q3 		$1.46M Sell
7,934
-751
-9% -$121K 0.01% 739
2025
Q2 		$1.25M Sell
8,685
-2,606
-23% -$304K 0.01% 746
2025
Q1 		$1.11M Sell
11,291
-4,965
-31% -$539K 0.01% 711
2024
Q4 		$1.81M Buy
16,256
+26
+0.2% +$3.18K 0.01% 593
2024
Q3 		$1.74M Buy
16,230
+5,159
+47% +$512K 0.01% 512
2024
Q2 		$1.05M Buy
+11,071
New +$1.03M 0.01% 527

Other funds holding BWXT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Kovitz Investment Group Partners's BWXT Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of BWX Technologies (BWXT) in Q4 2025, closing a stake of 7,934 shares — an estimated $1.46M sold.

Kovitz Investment Group Partners first reported a position in BWXT in Q2 2024 and held it in 6 quarters. The position peaked at $1.81M in Q4 2024. 760 funds tracked by Wall St. Rank hold BWXT as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining BWX Technologies position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 7,934 BWX Technologies shares in Q4 2025, an estimated $1.46M.
  • Kovitz Investment Group Partners first reported a position in BWX Technologies in Q2 2024 and held it in 6 quarters.
  • Kovitz Investment Group Partners's BWX Technologies position peaked at $1.81M in Q4 2024.
  • 760 funds tracked by Wall St. Rank held BWX Technologies as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.