Pathstone Holdings
BWXT icon

Pathstone Holdings’s BWX Technologies BWXT Stock Holding History

Pathstone Holdings’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 		$2.33M Buy
11,380
+259
+2% +$52.6K 0.01% 952
2025
Q4 		$1.92M Buy
11,121
+4,871
+78% +$914K 0.01% 1037
2025
Q3 		$1.15M Sell
6,250
-255
-4% -$41K ﹤0.01% 1337
2025
Q2 		$937K Buy
6,505
+2,159
+50% +$252K ﹤0.01% 1426
2025
Q1 		$429K Sell
4,346
-4,080
-48% -$443K ﹤0.01% 1787
2024
Q4 		$939K Buy
8,426
+337
+4% +$41.2K ﹤0.01% 1399
2024
Q3 		$879K Sell
8,089
-1,027
-11% -$102K ﹤0.01% 1445
2024
Q2 		$866K Buy
9,116
+676
+8% +$62.7K ﹤0.01% 1401
2024
Q1 		$866K Sell
8,440
-376
-4% -$33.6K ﹤0.01% 1368
2023
Q4 		$676K Buy
+8,816
New +$678K ﹤0.01% 1318

Other funds holding BWXT

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $22.1B AUM 51.63% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return