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Nicholas Investment Partners’s BWX Technologies BWXT Stock Holding History

Nicholas Investment 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
2026
Q2 		$53M Buy
272,395
+10,528
+4% +$2.19M 2.99% 1
2026
Q1 		$53.5M Buy
261,867
+1,033
+0.4% +$210K 3.86% 1
2025
Q4 		$45.1M Buy
260,834
+1,305
+0.5% +$245K 3.28% 1
2025
Q3 		$47.8M Sell
259,529
-5,987
-2% -$963K 3.66% 1
2025
Q2 		$38.3M Sell
265,516
-22,397
-8% -$2.62M 3.41% 1
2025
Q1 		$28.4M Sell
287,913
-35,985
-11% -$3.9M 2.92% 2
2024
Q4 		$36.1M Buy
323,898
+8,039
+3% +$982K 3.17% 1
2024
Q3 		$34.3M Buy
315,859
+10,763
+4% +$1.07M 3.15% 1
2024
Q2 		$29M Buy
305,096
+1,713
+0.6% +$159K 3.01% 2
2024
Q1 		$31.1M Buy
303,383
+15,207
+5% +$1.36M 3.19% 1
2023
Q4 		$22.1M Buy
288,176
+51,113
+22% +$3.93M 2.59% 2
2023
Q3 		$17.8M Buy
+237,063
New +$17.1M 1.33% 21
2019
Q2 		– Sell
-112,200
Closed -$5.56M – 211
2019
Q1 		$5.56M Sell
112,200
-26,789
-19% -$1.27M 0.5% 53
2018
Q4 		$5.31M Buy
138,989
+59,775
+75% +$2.97M 0.57% 51
2018
Q3 		$4.95M Buy
79,214
+5,916
+8% +$375K 0.4% 89
2018
Q2 		$4.57M Buy
73,298
+22,681
+45% +$1.51M 0.32% 96
2018
Q1 		$3.22M Buy
+50,617
New +$3.21M 0.23% 147
2017
Q4 		– Sell
-118,492
Closed -$6.64M – 244
2017
Q3 		$6.64M Buy
118,492
+4,499
+4% +$239K 0.46% 56
2017
Q2 		$5.56M Buy
113,993
+20,000
+21% +$969K 0.39% 69
2017
Q1 		$4.47M Sell
93,993
-25,529
-21% -$1.11M 0.32% 114
2016
Q4 		$4.75M Buy
119,522
+39,284
+49% +$1.53M 0.36% 102
2016
Q3 		$3.08M Buy
+80,238
New +$3.03M 0.2% 203

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Nicholas Investment Partners's BWXT Position: Q2 2026 in Review

Nicholas Investment Partners increased its BWX Technologies (BWXT) stake by 4% in Q2 2026, buying an estimated $2.19M and bringing the position to 272,395 shares worth $53M. The position accounts for 2.99% of the portfolio, ranked #1.

Nicholas Investment Partners first reported a position in BWXT in Q3 2016 and has held it in 22 quarters since. The position peaked at $53.5M in Q1 2026. 852 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • Nicholas Investment Partners held 272,395 shares of BWX Technologies worth $53M as of Q2 2026.
  • Nicholas Investment Partners bought 10,528 BWX Technologies shares in Q2 2026, an estimated $2.19M.
  • BWX Technologies made up 2.99% of Nicholas Investment Partners's portfolio in Q2 2026, its #1 holding.
  • Nicholas Investment Partners first reported a position in BWX Technologies in Q3 2016 and has held it in 22 quarters since.
  • Nicholas Investment Partners's BWX Technologies position peaked at $53.5M in Q1 2026.
  • 852 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Nicholas Investment Partners's 13F filing for Q2 2026, filed 14 Aug 2026.