Sachetta’s BWX Technologies BWXT Stock Holding History

Sachetta’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	$14K	Sell	72 -14	-16%	-$2.92K	0.01%	379
2026 Q1	$17.6K	Buy	86 +12	+16%	+$2.44K	0.01%	330
2025 Q4	$12.8K	Hold	74	–	–	0.01%	351
2025 Q3	$13.6K	Buy	74 +14	+23%	+$2.25K	0.01%	406
2025 Q2	$8.64K	Sell	60 -6	-9%	-$701	﹤0.01%	475
2025 Q1	$6.51K	Hold	66	–	–	﹤0.01%	513
2024 Q4	$7.35K	Hold	66	–	–	﹤0.01%	507
2024 Q3	$7.17K	Hold	66	–	–	﹤0.01%	548
2024 Q2	$6.46K	Buy	66 +6	+10%	+$556	﹤0.01%	537
2024 Q1	$4.6K	Hold	60	–	–	﹤0.01%	536
2023 Q4	$4.6K	Buy	+60	New	+$4.61K	﹤0.01%	536

Other funds holding BWXT

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return