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AdvisorShares Investments’s BWX Technologies BWXT Stock Holding History

AdvisorShares Investments’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 		– Sell
-1,874
Closed -$383K – 275
2026
Q1 		$383K Buy
+1,874
New +$381K 0.07% 197
2024
Q3 		– Sell
-4,962
Closed -$467K – 273
2024
Q2 		$467K Buy
+4,962
New +$460K 0.08% 140

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

AdvisorShares Investments's BWXT Position: Q2 2026 in Review

AdvisorShares Investments sold out of BWX Technologies (BWXT) in Q2 2026, closing a stake of 1,874 shares — an estimated $383K sold.

AdvisorShares Investments first reported a position in BWXT in Q2 2024 and held it in 2 quarters. The position peaked at $467K in Q2 2024. 855 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • AdvisorShares Investments reported no remaining BWX Technologies position as of Q2 2026 after selling out during the quarter.
  • AdvisorShares Investments sold 1,874 BWX Technologies shares in Q2 2026, an estimated $383K.
  • AdvisorShares Investments first reported a position in BWX Technologies in Q2 2024 and held it in 2 quarters.
  • AdvisorShares Investments's BWX Technologies position peaked at $467K in Q2 2024.
  • 855 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on AdvisorShares Investments's 13F filing for Q2 2026, filed 11 Aug 2026.