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Marotta Asset Management’s Babcock & Wilcox BW Stock Holding History

Marotta Asset Management’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
Q1 		– Sell
-10,866
Closed -$68.9K – 104
2025
Q4 		$68.9K Hold
10,866
– – 0.01% 102
2025
Q3 		$29.8K Hold
10,866
– – 0.01% 109
2025
Q2 		$10.5K Buy
+10,866
New +$7.42K ﹤0.01% 105

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HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Marotta Asset Management's BW Position: Q1 2026 in Review

Marotta Asset Management sold out of Babcock & Wilcox (BW) in Q1 2026, closing a stake of 10,866 shares — an estimated $68.9K sold.

Marotta Asset Management first reported a position in BW in Q2 2025 and held it in 3 quarters. The position peaked at $68.9K in Q4 2025. 151 funds tracked by Wall St. Rank hold BW as of Q1 2026.

  • Marotta Asset Management reported no remaining Babcock & Wilcox position as of Q1 2026 after selling out during the quarter.
  • Marotta Asset Management sold 10,866 Babcock & Wilcox shares in Q1 2026, an estimated $68.9K.
  • Marotta Asset Management first reported a position in Babcock & Wilcox in Q2 2025 and held it in 3 quarters.
  • Marotta Asset Management's Babcock & Wilcox position peaked at $68.9K in Q4 2025.
  • 151 funds tracked by Wall St. Rank held Babcock & Wilcox as of Q1 2026.

Based on Marotta Asset Management's 13F filing for Q1 2026, filed 27 Apr 2026.