NewSquare Capital’s BWX Technologies BWXT Stock Holding History

NewSquare Capital’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 Q3	–	Sell	-61	Closed	-$8.79K	–	335
2025 Q2	$8.79K	Buy	61 +6	+11%	+$701	﹤0.01%	684
2025 Q1	$5.43K	Sell	55 -3	-5%	-$326	﹤0.01%	679
2024 Q4	$6.46K	Buy	58 +3	+5%	+$367	﹤0.01%	332
2024 Q3	$5.98K	Sell	55 -25	-31%	-$2.48K	﹤0.01%	244
2024 Q2	$7.6K	Hold	80	–	–	﹤0.01%	248
2024 Q1	$8.21K	Sell	80 -55	-41%	-$4.92K	﹤0.01%	264
2023 Q4	$10.4K	Hold	135	–	–	﹤0.01%	270
2023 Q3	$10.1K	Hold	135	–	–	﹤0.01%	309
2023 Q2	$9.66K	Hold	135	–	–	﹤0.01%	346
2023 Q1	$8.51K	Hold	135	–	–	﹤0.01%	368
2022 Q4	$7.84K	Buy	+135	New	+$7.75K	﹤0.01%	315

Other funds holding BWXT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

SCM

Snyder Capital Management San Francisco, California $5.79B AUM 33.56% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

NewSquare Capital's BWXT Position: Q3 2025 in Review

NewSquare Capital sold out of BWX Technologies (BWXT) in Q3 2025, closing a stake of 61 shares — an estimated $8.79K sold.

NewSquare Capital first reported a position in BWXT in Q4 2022 and held it in 11 quarters. The position peaked at $10.4K in Q4 2023. 703 funds tracked by Wall St. Rank hold BWXT as of Q3 2025.

NewSquare Capital reported no remaining BWX Technologies position as of Q3 2025 after selling out during the quarter.
NewSquare Capital sold 61 BWX Technologies shares in Q3 2025, an estimated $8.79K.
NewSquare Capital first reported a position in BWX Technologies in Q4 2022 and held it in 11 quarters.
NewSquare Capital's BWX Technologies position peaked at $10.4K in Q4 2023.
703 funds tracked by Wall St. Rank held BWX Technologies as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.