Current position

Cathie Wood’s Bwx Technologies Inc (BWXT) position

Reported position history, portfolio importance and verified filing changes from public SEC disclosures.

ARK Investment ManagementVerified through Q2 2026
Relationship snapshot

At a glance

The full verified relationship, including prior ownership episodes and exits where supported.

First reportedQ1 2022Earliest verified positive filing snapshot
Latest statusCurrent positionBased on the latest supported relationship state
Peak shares681.00KHighest verified quarter-end share count
Quarters reported9Verified quarters with shares above zero
What happened?

ARK Investment Management first reported Bwx Technologies Inc in Q1 2022. After an earlier exit, the position later appeared again in a verified filing. The reported position was increased and reduced across later filings. ARK Investment Management currently reports 549.88K shares. The latest verified filing showed: Sold 11.7% of the position.

Verified SEC history

Position over time

See the same verified relationship through reported shares, portfolio weight or reported value.

Metric

Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.

Key filing events

What changed

Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.

Q2 2026
Sold 11.7% of the position−72.67K shares · 549.88K shares remained
Filing context

Quarter-end price $194.65 · Estimated holding basis $140.08

Q1 2026
Sold 6.7% of the position−44.95K shares · 622.55K shares remained
Filing context

Quarter-end price $204.49 · Estimated holding basis $140.08

Q4 2025
Sold 2.0% of the position−13.50K shares · 667.49K shares remained
Filing context

Quarter-end price $172.84 · Estimated holding basis $140.08

Q3 2025
Bought 6.2% more+39.95K shares · 681.00K shares reported after the change
Filing context

Quarter-end price $184.37 · Estimated holding basis $140.08

Q2 2025
Bought 426.5% more+519.29K shares · 641.05K shares reported after the change
Filing context

Quarter-end price $144.06 · Estimated holding basis $137.32

Q1 2025
Bought 28.3% more+26.84K shares · 121.76K shares reported after the change
Filing context

Quarter-end price $98.65 · Estimated holding basis $108.58

Portfolio importance

How important is Bwx Technologies Inc in ARK Investment Management’s reported portfolio?

Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.

Current portfolio weight0.7%Q2 2026
Current rank#41of 190 reported positions
Peak portfolio weight1.0%Q1 2026
Best historical rank#33Q1 2026
At peak importanceQ1 2026
BWXT
1.0%
Largest holding
8.2%
Cross-investor discovery

Who else owns Bwx Technologies Inc?

Also reported by 2 other tracked investors in their latest verified filings.

Joel GreenblattGotham Asset Management
BWXT0.1% of reported portfolio
Ray DalioBridgewater Associates, LP
BWXT0.0% of reported portfolio
Explore Bwx Technologies Inc across all tracked investors →
SEC evidence & methodology

SEC filing evidence

Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.

Latest verified stock price$146.702026-09-15

Market context only; not an investor transaction price.

Latest filing quarter-end price$194.65Q2 2026

Derived from validated reported value and shares where supported.

Estimated holding basis$140.08Historical reference — not actual purchase price

Calculated from supported filing history.

Latest verified investor filingQ2 2026 · filed 2026-08-14
Open SEC filing ↗

This tracker follows ARK Investment Management’s aggregated Form 13F disclosures. It is not Cathie Wood’s personal brokerage account, and 13F filings do not reveal exact trade dates or execution prices.