Operose Advisors’s BWX Technologies BWXT Stock Holding History

Operose Advisors’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 Q1	–	Sell	-97	Closed	-$10.8K	–	399
2024 Q4	$10.8K	Buy	+97	New	+$11.9K	﹤0.01%	301

Other funds holding BWXT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

SCM

Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Operose Advisors's BWXT Position: Q1 2025 in Review

Operose Advisors sold out of BWX Technologies (BWXT) in Q1 2025, closing a stake of 97 shares — an estimated $10.8K sold.

Operose Advisors first reported a position in BWXT in Q4 2024 and held it in 1 quarter. The position peaked at $10.8K in Q4 2024. 606 funds tracked by Wall St. Rank hold BWXT as of Q1 2025.

Operose Advisors reported no remaining BWX Technologies position as of Q1 2025 after selling out during the quarter.
Operose Advisors sold 97 BWX Technologies shares in Q1 2025, an estimated $10.8K.
Operose Advisors first reported a position in BWX Technologies in Q4 2024 and held it in 1 quarter.
Operose Advisors's BWX Technologies position peaked at $10.8K in Q4 2024.
606 funds tracked by Wall St. Rank held BWX Technologies as of Q1 2025.

Based on Operose Advisors's 13F filing for Q1 2025, filed 12 May 2025.