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Tidal Investments’s BWX Technologies BWXT Stock Holding History

Tidal Investments’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 		$40.5M Buy
208,149
+65,723
+46% +$13.7M 0.07% 287
2026
Q1 		$29.1M Buy
142,426
+83,769
+143% +$17M 0.06% 276
2025
Q4 		$10.1M Buy
58,657
+36,506
+165% +$6.85M 0.02% 451
2025
Q3 		$4.08M Sell
22,151
-1,270
-5% -$204K 0.01% 644
2025
Q2 		$3.37M Sell
23,421
-3,006
-11% -$351K 0.02% 549
2025
Q1 		$2.61M Buy
26,427
+6,448
+32% +$700K 0.02% 578
2024
Q4 		$2.23M Sell
19,979
-3,477
-15% -$425K 0.02% 661
2024
Q3 		$2.55M Buy
23,456
+2,030
+9% +$202K 0.03% 538
2024
Q2 		$2.04M Buy
21,426
+6,539
+44% +$606K 0.03% 546
2024
Q1 		$1.53M Buy
14,887
+7,027
+89% +$629K 0.03% 666
2023
Q4 		$603K Buy
7,860
+3,770
+92% +$290K 0.01% 858
2023
Q3 		$307K Buy
+4,090
New +$296K 0.01% 1054

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

Tidal Investments's BWXT Position: Q2 2026 in Review

Tidal Investments increased its BWX Technologies (BWXT) stake by 46% in Q2 2026, buying an estimated $13.7M and bringing the position to 208,149 shares worth $40.5M. The position accounts for 0.07% of the portfolio, ranked #287.

Tidal Investments first reported a position in BWXT in Q3 2023 and has held it in 12 quarters since. 854 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • Tidal Investments held 208,149 shares of BWX Technologies worth $40.5M as of Q2 2026.
  • Tidal Investments bought 65,723 BWX Technologies shares in Q2 2026, an estimated $13.7M.
  • BWX Technologies made up 0.07% of Tidal Investments's portfolio in Q2 2026, its #287 holding.
  • Tidal Investments first reported a position in BWX Technologies in Q3 2023 and has held it in 12 quarters since.
  • 854 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Tidal Investments's 13F filing for Q2 2026, filed 13 Aug 2026.