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Activest Wealth Management’s BWX Technologies BWXT Stock Holding History

Activest Wealth 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 		$195 Sell
1
-3
-75% -$625 ﹤0.01% 1169
2026
Q1 		$818 Buy
+4
New +$812 ﹤0.01% 1039
2025
Q4 		– Sell
-3
Closed -$553 – 1151
2025
Q3 		$553 Hold
3
– – ﹤0.01% 954
2025
Q2 		$432 Hold
3
– – ﹤0.01% 882
2025
Q1 		$296 Buy
+3
New +$326 ﹤0.01% 911

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

Activest Wealth Management's BWXT Position: Q2 2026 in Review

Activest Wealth Management reduced its BWX Technologies (BWXT) stake by 75% in Q2 2026, selling an estimated $625 and leaving 1 share worth $195. The position accounts for ﹤0.01% of the portfolio, ranked #1169.

Activest Wealth Management first reported a position in BWXT in Q1 2025 and has held it in 5 quarters since. The position peaked at $818 in Q1 2026. 852 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • Activest Wealth Management held 1 share of BWX Technologies worth $195 as of Q2 2026.
  • Activest Wealth Management sold 3 BWX Technologies shares in Q2 2026, an estimated $625.
  • BWX Technologies made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #1169 holding.
  • Activest Wealth Management first reported a position in BWX Technologies in Q1 2025 and has held it in 5 quarters since.
  • Activest Wealth Management's BWX Technologies position peaked at $818 in Q1 2026.
  • 852 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.