AF
BWXT icon

Advisornet Financial’s BWX Technologies BWXT Stock Holding History

Advisornet Financial’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 		$101K Sell
517
-184
-26% -$38.3K ﹤0.01% 872
2026
Q1 		$143K Sell
701
-25
-3% -$5.08K 0.01% 707
2025
Q4 		$125K Sell
726
-40
-5% -$7.5K 0.01% 735
2025
Q3 		$141K Buy
766
+186
+32% +$29.9K 0.01% 689
2025
Q2 		$83.6K Sell
580
-34
-6% -$3.97K 0.01% 811
2025
Q1 		$60.6K Sell
614
-165
-21% -$17.9K ﹤0.01% 879
2024
Q4 		$86.8K Buy
779
+104
+15% +$12.7K 0.01% 721
2024
Q3 		$73.4K Buy
675
+355
+111% +$35.3K 0.01% 780
2024
Q2 		$30.4K Sell
320
-9
-3% -$835 ﹤0.01% 977
2024
Q1 		$33.8K Buy
329
+4
+1% +$358 ﹤0.01% 932
2023
Q4 		$24.9K Buy
325
+5
+2% +$384 ﹤0.01% 1017
2023
Q3 		$24K Hold
320
– – ﹤0.01% 980
2023
Q2 		$22.9K Hold
320
– – ﹤0.01% 1037
2023
Q1 		$20.2K Sell
320
-16
-5% -$964 ﹤0.01% 1071
2022
Q4 		$19.5K Hold
336
– – ﹤0.01% 1065
2022
Q3 		$17K Sell
336
-6
-2% -$324 ﹤0.01% 1160
2022
Q2 		$19K Buy
342
+64
+23% +$3.33K ﹤0.01% 1136
2022
Q1 		$15K Hold
278
– – ﹤0.01% 1322
2021
Q4 		$13K Hold
278
– – ﹤0.01% 1410
2021
Q3 		$15K Hold
278
– – ﹤0.01% 1332
2021
Q2 		$16K Sell
278
-42
-13% -$2.7K ﹤0.01% 1297
2021
Q1 		$21K Buy
+320
New +$19.2K ﹤0.01% 1173
2018
Q3 		– Sell
-50
Closed -$3K – 1473
2018
Q2 		$3K Buy
50
+23
+85% +$1.53K ﹤0.01% 1331
2018
Q1 		$2K Buy
+27
New +$1.71K ﹤0.01% 1299

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 $3.38T AUM 44.17% 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

Advisornet Financial's BWXT Position: Q2 2026 in Review

Advisornet Financial reduced its BWX Technologies (BWXT) stake by 26% in Q2 2026, selling an estimated $38.3K and leaving 517 shares worth $101K. The position accounts for ﹤0.01% of the portfolio, ranked #872.

Advisornet Financial first reported a position in BWXT in Q1 2018 and has held it in 24 quarters since. The position peaked at $143K in Q1 2026. 855 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • Advisornet Financial held 517 shares of BWX Technologies worth $101K as of Q2 2026.
  • Advisornet Financial sold 184 BWX Technologies shares in Q2 2026, an estimated $38.3K.
  • BWX Technologies made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #872 holding.
  • Advisornet Financial first reported a position in BWX Technologies in Q1 2018 and has held it in 24 quarters since.
  • Advisornet Financial's BWX Technologies position peaked at $143K in Q1 2026.
  • 855 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.