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Rothschild Investment LLC’s BWX Technologies BWXT Stock Holding History

Rothschild Investment LLC’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 		$27.1K Sell
139
-104
-43% -$21.7K ﹤0.01% 1446
2026
Q1 		$49.7K Buy
243
+211
+659% +$42.9K ﹤0.01% 1118
2025
Q4 		$5.53K Hold
32
– – ﹤0.01% 1830
2025
Q3 		$5.9K Buy
32
+2
+7% +$322 ﹤0.01% 1641
2025
Q2 		$4.32K Buy
30
+5
+20% +$584 ﹤0.01% 1588
2025
Q1 		$2.47K Hold
25
– – ﹤0.01% 1767
2024
Q4 		$2.79K Buy
+25
New +$3.06K ﹤0.01% 1609

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

Rothschild Investment LLC's BWXT Position: Q2 2026 in Review

Rothschild Investment LLC reduced its BWX Technologies (BWXT) stake by 43% in Q2 2026, selling an estimated $21.7K and leaving 139 shares worth $27.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1446.

Rothschild Investment LLC first reported a position in BWXT in Q4 2024 and has held it in 7 quarters since. The position peaked at $49.7K in Q1 2026. 852 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • Rothschild Investment LLC held 139 shares of BWX Technologies worth $27.1K as of Q2 2026.
  • Rothschild Investment LLC sold 104 BWX Technologies shares in Q2 2026, an estimated $21.7K.
  • BWX Technologies made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1446 holding.
  • Rothschild Investment LLC first reported a position in BWX Technologies in Q4 2024 and has held it in 7 quarters since.
  • Rothschild Investment LLC's BWX Technologies position peaked at $49.7K in Q1 2026.
  • 852 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.