AAS
BWXT icon

Ameritas Advisory Services’s BWX Technologies BWXT Stock Holding History

Ameritas Advisory Services’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
2025
Q4 		– Sell
-153
Closed -$28.2K – 1086
2025
Q3 		$28.2K Sell
153
-3
-2% -$483 ﹤0.01% 1309
2025
Q2 		$22.5K Buy
+156
New +$18.2K ﹤0.01% 1692
2023
Q2 		– Sell
-111
Closed -$7K – 822
2023
Q1 		$7K Buy
+111
New +$6.69K ﹤0.01% 2034

Other funds holding BWXT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Ameritas Advisory Services's BWXT Position: Q4 2025 in Review

Ameritas Advisory Services sold out of BWX Technologies (BWXT) in Q4 2025, closing a stake of 153 shares — an estimated $28.2K sold.

Ameritas Advisory Services first reported a position in BWXT in Q1 2023 and held it in 3 quarters. The position peaked at $28.2K in Q3 2025. 758 funds tracked by Wall St. Rank hold BWXT as of Q4 2025.

  • Ameritas Advisory Services reported no remaining BWX Technologies position as of Q4 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 153 BWX Technologies shares in Q4 2025, an estimated $28.2K.
  • Ameritas Advisory Services first reported a position in BWX Technologies in Q1 2023 and held it in 3 quarters.
  • Ameritas Advisory Services's BWX Technologies position peaked at $28.2K in Q3 2025.
  • 758 funds tracked by Wall St. Rank held BWX Technologies as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.