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NewEdge Advisors’s Babcock & Wilcox BW Stock Holding History

NewEdge Advisors’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
Q2 		– Sell
-11,025
Closed -$162K – 4206
2026
Q1 		$162K Buy
+11,025
New +$116K ﹤0.01% 2655
2024
Q1 		– Sell
-26
Closed -$38 – 3838
2023
Q4 		$38 Buy
+26
New +$55 ﹤0.01% 3679

Other funds holding BW

BRF
B. Riley Financial Los Angeles, California $434M AUM 751.56% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
GJL
Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

NewEdge Advisors's BW Position: Q2 2026 in Review

NewEdge Advisors sold out of Babcock & Wilcox (BW) in Q2 2026, closing a stake of 11,025 shares — an estimated $162K sold.

NewEdge Advisors first reported a position in BW in Q4 2023 and held it in 2 quarters. The position peaked at $162K in Q1 2026. 202 funds tracked by Wall St. Rank hold BW as of Q2 2026.

  • NewEdge Advisors reported no remaining Babcock & Wilcox position as of Q2 2026 after selling out during the quarter.
  • NewEdge Advisors sold 11,025 Babcock & Wilcox shares in Q2 2026, an estimated $162K.
  • NewEdge Advisors first reported a position in Babcock & Wilcox in Q4 2023 and held it in 2 quarters.
  • NewEdge Advisors's Babcock & Wilcox position peaked at $162K in Q1 2026.
  • 202 funds tracked by Wall St. Rank held Babcock & Wilcox as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.