Select Equity Group’s BWX Technologies BWXT Stock Holding History

Select Equity Group’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	$332M	Buy	1,704,008 +977,584	+135%	+$204M	1.64%	21
2026 Q1	$149M	Buy	726,424 +296,311	+69%	+$60.2M	0.76%	37
2025 Q4	$74.3M	Sell	430,113 -277,002	-39%	-$52M	0.32%	65
2025 Q3	$130M	Buy	707,115 +228,825	+48%	+$36.8M	0.54%	45
2025 Q2	$68.9M	Buy	+478,290	New	+$55.9M	0.29%	66
2025 Q1	–	Sell	-551,878	Closed	-$61.5M	–	154
2024 Q4	$61.5M	Buy	551,878 +56,720	+11%	+$6.93M	0.24%	69
2024 Q3	$53.8M	Sell	495,158 -223,040	-31%	-$22.2M	0.19%	78
2024 Q2	$68.2M	Buy	718,198 +158,830	+28%	+$14.7M	0.27%	69
2024 Q1	$57.4M	Buy	559,368 +19,647	+4%	+$1.76M	0.2%	78
2023 Q4	$41.4M	Buy	+539,721	New	+$41.5M	0.15%	86
2023 Q2	–	Sell	-80,140	Closed	-$5.05M	–	163
2023 Q1	$5.05M	Buy	+80,140	New	+$4.83M	0.02%	118

Other funds holding BWXT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Select Equity Group's BWXT Position: Q2 2026 in Review

Select Equity Group increased its BWX Technologies (BWXT) stake by 135% in Q2 2026, buying an estimated $204M and bringing the position to 1,704,008 shares worth $332M. The position accounts for 1.64% of the portfolio, ranked #21.

Select Equity Group first reported a position in BWXT in Q1 2023 and has held it in 11 quarters since. 852 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

Select Equity Group held 1,704,008 shares of BWX Technologies worth $332M as of Q2 2026.
Select Equity Group bought 977,584 BWX Technologies shares in Q2 2026, an estimated $204M.
BWX Technologies made up 1.64% of Select Equity Group's portfolio in Q2 2026, its #21 holding.
Select Equity Group first reported a position in BWX Technologies in Q1 2023 and has held it in 11 quarters since.
852 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Select Equity Group's 13F filing for Q2 2026, filed 14 Aug 2026.