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Westwood Holdings Group’s BWX Technologies BWXT Stock Holding History

Westwood Holdings 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 		$16.3M Sell
83,849
-3,981
-5% -$829K 0.12% 216
2026
Q1 		$18M Sell
87,830
-6,457
-7% -$1.31M 0.13% 203
2025
Q4 		$16.3M Buy
94,287
+8,342
+10% +$1.56M 0.13% 199
2025
Q3 		$15.8M Sell
85,945
-568,700
-87% -$91.5M 0.11% 204
2025
Q2 		$94.3M Sell
654,645
-303,918
-32% -$35.5M 0.68% 41
2025
Q1 		$94.6M Buy
958,563
+705,648
+279% +$76.6M 0.71% 36
2024
Q4 		$28.2M Sell
252,915
-8,371
-3% -$1.02M 0.22% 146
2024
Q3 		$28.4M Buy
261,286
+165,728
+173% +$16.5M 0.12% 184
2024
Q2 		$9.08M Buy
+95,558
New +$8.86M 0.04% 250

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

Westwood Holdings Group's BWXT Position: Q2 2026 in Review

Westwood Holdings Group reduced its BWX Technologies (BWXT) stake by 4.5% in Q2 2026, selling an estimated $829K and leaving 83,849 shares worth $16.3M. The position accounts for 0.12% of the portfolio, ranked #216.

Westwood Holdings Group first reported a position in BWXT in Q2 2024 and has held it in 9 quarters since. The position peaked at $94.6M in Q1 2025. 854 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • Westwood Holdings Group held 83,849 shares of BWX Technologies worth $16.3M as of Q2 2026.
  • Westwood Holdings Group sold 3,981 BWX Technologies shares in Q2 2026, an estimated $829K.
  • BWX Technologies made up 0.12% of Westwood Holdings Group's portfolio in Q2 2026, its #216 holding.
  • Westwood Holdings Group first reported a position in BWX Technologies in Q2 2024 and has held it in 9 quarters since.
  • Westwood Holdings Group's BWX Technologies position peaked at $94.6M in Q1 2025.
  • 854 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

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