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ALPS Advisors’s BWX Technologies BWXT Stock Holding History

ALPS Advisors’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 		$1.12M Buy
5,748
+1,680
+41% +$350K 0.01% 671
2026
Q1 		$832K Buy
4,068
+1,338
+49% +$272K ﹤0.01% 607
2025
Q4 		$472K Buy
2,730
+20
+0.7% +$3.75K ﹤0.01% 776
2025
Q3 		$500K Buy
+2,710
New +$436K ﹤0.01% 665
2022
Q3 		– Sell
-6,557
Closed -$361K – 1076
2022
Q2 		$361K Sell
6,557
-68
-1% -$3.54K ﹤0.01% 681
2022
Q1 		$357K Buy
+6,625
New +$326K ﹤0.01% 628
2021
Q3 		– Sell
-5,328
Closed -$310K – 923
2021
Q2 		$310K Hold
5,328
– – ﹤0.01% 810
2021
Q1 		$351K Buy
5,328
+746
+16% +$44.7K ﹤0.01% 579
2020
Q4 		$276K Sell
4,582
-139
-3% -$8.01K ﹤0.01% 762
2020
Q3 		$266K Buy
4,721
+481
+11% +$27K ﹤0.01% 655
2020
Q2 		$240K Sell
4,240
-474
-10% -$26.5K ﹤0.01% 681
2020
Q1 		$230K Buy
+4,714
New +$280K ﹤0.01% 649
2017
Q3 		– Sell
-10,314
Closed -$503K – 790
2017
Q2 		$503K Buy
10,314
+27
+0.3% +$1.31K ﹤0.01% 490
2017
Q1 		$490K Sell
10,287
-679
-6% -$29.6K ﹤0.01% 471
2016
Q4 		$435K Buy
10,966
+104
+1% +$4.04K ﹤0.01% 531
2016
Q3 		$417K Buy
+10,862
New +$410K ﹤0.01% 502
2014
Q1 		– Sell
-20,131
Closed -$494K – 597
2013
Q4 		$494K Buy
20,131
+9,786
+95% +$229K 0.01% 402
2013
Q3 		$250K Buy
+10,345
New +$234K ﹤0.01% 421

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

ALPS Advisors's BWXT Position: Q2 2026 in Review

ALPS Advisors increased its BWX Technologies (BWXT) stake by 41% in Q2 2026, buying an estimated $350K and bringing the position to 5,748 shares worth $1.12M. The position accounts for 0.01% of the portfolio, ranked #671.

ALPS Advisors first reported a position in BWXT in Q3 2013 and has held it in 18 quarters since. 854 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • ALPS Advisors held 5,748 shares of BWX Technologies worth $1.12M as of Q2 2026.
  • ALPS Advisors bought 1,680 BWX Technologies shares in Q2 2026, an estimated $350K.
  • BWX Technologies made up 0.01% of ALPS Advisors's portfolio in Q2 2026, its #671 holding.
  • ALPS Advisors first reported a position in BWX Technologies in Q3 2013 and has held it in 18 quarters since.
  • 854 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on ALPS Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.