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NEOS Investment Management’s BWX Technologies BWXT Stock Holding History

NEOS Investment Management’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
Q1 		– Sell
-37,583
Closed -$6.5M – 591
2025
Q4 		$6.5M Buy
37,583
+11,859
+46% +$2.22M 0.04% 292
2025
Q3 		$4.74M Buy
25,724
+4,590
+22% +$738K 0.04% 308
2025
Q2 		$3.04M Buy
21,134
+8,570
+68% +$1M 0.04% 307
2025
Q1 		$1.24M Buy
12,564
+9,084
+261% +$986K 0.02% 409
2024
Q4 		$388K Buy
+3,480
New +$425K 0.01% 536

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

NEOS Investment Management's BWXT Position: Q1 2026 in Review

NEOS Investment Management sold out of BWX Technologies (BWXT) in Q1 2026, closing a stake of 37,583 shares — an estimated $6.5M sold.

NEOS Investment Management first reported a position in BWXT in Q4 2024 and held it in 5 quarters. The position peaked at $6.5M in Q4 2025. 830 funds tracked by Wall St. Rank hold BWXT as of Q1 2026.

  • NEOS Investment Management reported no remaining BWX Technologies position as of Q1 2026 after selling out during the quarter.
  • NEOS Investment Management sold 37,583 BWX Technologies shares in Q1 2026, an estimated $6.5M.
  • NEOS Investment Management first reported a position in BWX Technologies in Q4 2024 and held it in 5 quarters.
  • NEOS Investment Management's BWX Technologies position peaked at $6.5M in Q4 2025.
  • 830 funds tracked by Wall St. Rank held BWX Technologies as of Q1 2026.

Based on NEOS Investment Management's 13F filing for Q1 2026, filed 15 May 2026.