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Aventura Private Wealth’s BWX Technologies BWXT Stock Holding History

Aventura Private Wealth’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 		$34.7K Hold
178
– – 0.01% 389
2026
Q1 		$36.4K Buy
178
+12
+7% +$2.44K 0.01% 365
2025
Q4 		$28.7K Sell
166
-105
-39% -$19.7K 0.01% 364
2025
Q3 		$50K Buy
271
+154
+132% +$24.8K 0.02% 293
2025
Q2 		$16.9K Buy
117
+17
+17% +$1.99K 0.01% 403
2025
Q1 		$9.87K Buy
100
+50
+100% +$5.43K 0.01% 444
2024
Q4 		$5.57K Buy
+50
New +$6.11K ﹤0.01% 500

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

Aventura Private Wealth's BWXT Position: Q2 2026 in Review

Aventura Private Wealth held its BWX Technologies (BWXT) position steady in Q2 2026 at 178 shares worth $34.7K. The position accounts for 0.01% of the portfolio, ranked #389.

Aventura Private Wealth first reported a position in BWXT in Q4 2024 and has held it in 7 quarters since. The position peaked at $50K in Q3 2025. 855 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • Aventura Private Wealth held 178 shares of BWX Technologies worth $34.7K as of Q2 2026.
  • Aventura Private Wealth left its BWX Technologies share count unchanged in Q2 2026.
  • BWX Technologies made up 0.01% of Aventura Private Wealth's portfolio in Q2 2026, its #389 holding.
  • Aventura Private Wealth first reported a position in BWX Technologies in Q4 2024 and has held it in 7 quarters since.
  • Aventura Private Wealth's BWX Technologies position peaked at $50K in Q3 2025.
  • 855 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.