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Root Financial Partners’s BWX Technologies BWXT Stock Holding History

Root Financial 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 		– Sell
-284
Closed -$58.1K – 835
2026
Q1 		$58.1K Buy
284
+39
+16% +$7.92K ﹤0.01% 813
2025
Q4 		$42.3K Sell
245
-34
-12% -$6.38K ﹤0.01% 785
2025
Q3 		$51.4K Buy
+279
New +$44.9K ﹤0.01% 661

Other funds holding BWXT

SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
MPMG
Minneapolis Portfolio Management Group Wayzata, Minnesota $1.06B AUM 63.37% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

Root Financial Partners's BWXT Position: Q2 2026 in Review

Root Financial Partners sold out of BWX Technologies (BWXT) in Q2 2026, closing a stake of 284 shares — an estimated $58.1K sold.

Root Financial Partners first reported a position in BWXT in Q3 2025 and held it in 3 quarters. The position peaked at $58.1K in Q1 2026. 273 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • Root Financial Partners reported no remaining BWX Technologies position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 284 BWX Technologies shares in Q2 2026, an estimated $58.1K.
  • Root Financial Partners first reported a position in BWX Technologies in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's BWX Technologies position peaked at $58.1K in Q1 2026.
  • 273 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.