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Sit Investment Associates’s BWX Technologies BWXT Stock Holding History

Sit Investment Associates’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 		$5.54M Buy
28,475
+3,067
+12% +$639K 0.1% 198
2026
Q1 		$5.2M Buy
25,408
+5,583
+28% +$1.13M 0.11% 197
2025
Q4 		$3.43M Hold
19,825
– – 0.07% 237
2025
Q3 		$3.65M Sell
19,825
-3,800
-16% -$611K 0.07% 243
2025
Q2 		$3.4M Sell
23,625
-6,550
-22% -$765K 0.07% 242
2025
Q1 		$2.98M Buy
+30,175
New +$3.27M 0.07% 265
2024
Q4 		– Sell
-5,250
Closed -$571K – 535
2024
Q3 		$571K Buy
+5,250
New +$521K 0.01% 425

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

Sit Investment Associates's BWXT Position: Q2 2026 in Review

Sit Investment Associates increased its BWX Technologies (BWXT) stake by 12% in Q2 2026, buying an estimated $639K and bringing the position to 28,475 shares worth $5.54M. The position accounts for 0.1% of the portfolio, ranked #198.

Sit Investment Associates first reported a position in BWXT in Q3 2024 and has held it in 7 quarters since. 852 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • Sit Investment Associates held 28,475 shares of BWX Technologies worth $5.54M as of Q2 2026.
  • Sit Investment Associates bought 3,067 BWX Technologies shares in Q2 2026, an estimated $639K.
  • BWX Technologies made up 0.1% of Sit Investment Associates's portfolio in Q2 2026, its #198 holding.
  • Sit Investment Associates first reported a position in BWX Technologies in Q3 2024 and has held it in 7 quarters since.
  • 852 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Sit Investment Associates's 13F filing for Q2 2026, filed 12 Aug 2026.