Sapient Capital’s BWX Technologies BWXT Stock Holding History

Sapient Capital’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	$44.2M	Sell	227,097 -3,259	-1%	-$679K	0.58%	24
2026 Q1	$47.1M	Sell	230,356 -51,955	-18%	-$10.6M	0.71%	21
2025 Q4	$49.2M	Sell	282,311 -7,187	-2%	-$1.35M	0.69%	23
2025 Q3	$52.7M	Sell	289,498 -21,172	-7%	-$3.41M	0.81%	18
2025 Q2	$44.8M	Sell	310,670 -6,488	-2%	-$758K	0.8%	23
2025 Q1	$31.3M	Sell	317,158 -3,168	-1%	-$344K	0.62%	36
2024 Q4	$35.7M	Buy	320,326 +8,413	+3%	+$1.03M	0.68%	29
2024 Q3	$33.9M	Buy	311,913 +2,358	+0.8%	+$234K	0.68%	30
2024 Q2	$29.4M	Buy	+309,555	New	+$28.7M	0.61%	33

Other funds holding BWXT

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

Arkfeld Wealth Strategies Omaha, Nebraska $334M AUM 26.97% 1-Year Est. Return