R Squared’s BWX Technologies BWXT Stock Holding History

R Squared’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	-610	Closed	-$67.9K	–	486
2024 Q4	$67.9K	Buy	+610	New	+$74.5K	0.07%	385

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

R Squared's BWXT Position: Q1 2025 in Review

R Squared sold out of BWX Technologies (BWXT) in Q1 2025, closing a stake of 610 shares — an estimated $67.9K sold.

R Squared first reported a position in BWXT in Q4 2024 and held it in 1 quarter. The position peaked at $67.9K in Q4 2024. 606 funds tracked by Wall St. Rank hold BWXT as of Q1 2025.

R Squared reported no remaining BWX Technologies position as of Q1 2025 after selling out during the quarter.
R Squared sold 610 BWX Technologies shares in Q1 2025, an estimated $67.9K.
R Squared first reported a position in BWX Technologies in Q4 2024 and held it in 1 quarter.
R Squared's BWX Technologies position peaked at $67.9K in Q4 2024.
606 funds tracked by Wall St. Rank held BWX Technologies as of Q1 2025.

Based on R Squared's 13F filing for Q1 2025, filed 9 May 2025.