Avestar Capital
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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
Q3 		– Sell
-1,197
Closed -$233K – 526
2026
Q2 		$233K Sell
1,197
-13
-1% -$2.71K 0.01% 501
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% 349

Other funds holding BWXT

ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
Segra Capital Management
Segra Capital Management Palm Beach, Florida $822M AUM 57.18% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Covea Finance
Covea Finance Paris, France $3.07B AUM 27.46% 1-Year Est. Return
Levin Capital Strategies
Levin Capital Strategies New York $1.42B AUM 19.05% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
RIA
RPG Investment Advisory Pleasanton, California $540M AUM 37.68% 1-Year Est. Return

Avestar Capital's BWXT Position: Q3 2026 in Review

Avestar Capital sold out of BWX Technologies (BWXT) in Q3 2026, closing a stake of 1,197 shares — an estimated $233K sold.

Avestar Capital first reported a position in BWXT in Q2 2021 and held it in 16 quarters. The position peaked at $355K in Q2 2023. 274 funds tracked by Wall St. Rank hold BWXT as of Q3 2026.

  • Avestar Capital reported no remaining BWX Technologies position as of Q3 2026 after selling out during the quarter.
  • Avestar Capital sold 1,197 BWX Technologies shares in Q3 2026, an estimated $233K.
  • Avestar Capital first reported a position in BWX Technologies in Q2 2021 and held it in 16 quarters.
  • Avestar Capital's BWX Technologies position peaked at $355K in Q2 2023.
  • 274 funds tracked by Wall St. Rank held BWX Technologies as of Q3 2026.

Based on Avestar Capital's 13F filing for Q3 2026, filed 28 Oct 2026.