Vaughan Nelson Investment Management’s BWX Technologies BWXT Stock Holding History

Vaughan Nelson Investment Management’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	$49.7M	Buy	255,110 +72,975	+40%	+$15.2M	0.44%	99
2026 Q1	$37.2M	Buy	+182,135	New	+$37M	0.37%	99
2025 Q3	–	Sell	-312,325	Closed	-$45M	–	201
2025 Q2	$45M	Sell	312,325 -242,975	-44%	-$28.4M	0.42%	84
2025 Q1	$54.8M	Buy	555,300 +67,670	+14%	+$7.34M	0.55%	65
2024 Q4	$54.3M	Buy	487,630 +16,540	+4%	+$2.02M	0.5%	71
2024 Q3	$51.2M	Buy	471,090 +37,250	+9%	+$3.7M	0.46%	81
2024 Q2	$41.2M	Buy	433,840 +23,525	+6%	+$2.18M	0.38%	88
2024 Q1	$42.1M	Buy	+410,315	New	+$36.7M	0.37%	92

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

Vaughan Nelson Investment Management's BWXT Position: Q2 2026 in Review

Vaughan Nelson Investment Management increased its BWX Technologies (BWXT) stake by 40% in Q2 2026, buying an estimated $15.2M and bringing the position to 255,110 shares worth $49.7M. The position accounts for 0.44% of the portfolio, ranked #99.

Vaughan Nelson Investment Management first reported a position in BWXT in Q1 2024 and has held it in 8 quarters since. The position peaked at $54.8M in Q1 2025. 854 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

Vaughan Nelson Investment Management held 255,110 shares of BWX Technologies worth $49.7M as of Q2 2026.
Vaughan Nelson Investment Management bought 72,975 BWX Technologies shares in Q2 2026, an estimated $15.2M.
BWX Technologies made up 0.44% of Vaughan Nelson Investment Management's portfolio in Q2 2026, its #99 holding.
Vaughan Nelson Investment Management first reported a position in BWX Technologies in Q1 2024 and has held it in 8 quarters since.
Vaughan Nelson Investment Management's BWX Technologies position peaked at $54.8M in Q1 2025.
854 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Vaughan Nelson Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.