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Avestar Capital’s BWX Technologies BWXT Stock Holding History

Avestar Capital’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 		$233K Sell
1,197
-13
-1% -$2.71K 0.01% 500
2026
Q1 		$247K Sell
1,210
-1
-0.1% -$203 0.02% 463
2025
Q4 		$209K Sell
1,211
-41
-3% -$7.69K 0.01% 454
2025
Q3 		$231K Buy
+1,252
New +$201K 0.02% 450
2024
Q2 		– Sell
-2,753
Closed -$283K – 463
2024
Q1 		$283K Sell
2,753
-1,124
-29% -$101K 0.03% 357
2023
Q4 		$297K Sell
3,877
-175
-4% -$13.5K 0.03% 295
2023
Q3 		$304K Sell
4,052
-915
-18% -$66.1K 0.04% 248
2023
Q2 		$355K Sell
4,967
-429
-8% -$28K 0.06% 201
2023
Q1 		$340K Buy
5,396
+186
+4% +$11.2K 0.06% 204
2022
Q4 		$303K Buy
5,210
+525
+11% +$30.1K 0.05% 209
2022
Q3 		$236K Sell
4,685
-706
-13% -$38.1K 0.06% 226
2022
Q2 		$297K Buy
5,391
+136
+3% +$7.07K 0.07% 208
2022
Q1 		$283K Sell
5,255
-1,678
-24% -$82.5K 0.05% 324
2021
Q4 		$332K Buy
6,933
+1,350
+24% +$70.6K 0.04% 328
2021
Q3 		$301K Buy
5,583
+898
+19% +$50.6K 0.04% 345
2021
Q2 		$272K Buy
+4,685
New +$301K 0.04% 348

Other funds holding BWXT

SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
MPMG
Minneapolis Portfolio Management Group Wayzata, Minnesota $1.06B AUM 63.37% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

Avestar Capital's BWXT Position: Q2 2026 in Review

Avestar Capital reduced its BWX Technologies (BWXT) stake by 1.1% in Q2 2026, selling an estimated $2.71K and leaving 1,197 shares worth $233K. The position accounts for 0.01% of the portfolio, ranked #500.

Avestar Capital first reported a position in BWXT in Q2 2021 and has held it in 16 quarters since. The position peaked at $355K in Q2 2023. 304 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • Avestar Capital held 1,197 shares of BWX Technologies worth $233K as of Q2 2026.
  • Avestar Capital sold 13 BWX Technologies shares in Q2 2026, an estimated $2.71K.
  • BWX Technologies made up 0.01% of Avestar Capital's portfolio in Q2 2026, its #500 holding.
  • Avestar Capital first reported a position in BWX Technologies in Q2 2021 and has held it in 16 quarters since.
  • Avestar Capital's BWX Technologies position peaked at $355K in Q2 2023.
  • 304 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Avestar Capital's 13F filing for Q2 2026, filed 29 Jul 2026.