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Beacon Pointe Advisors’s BWX Technologies BWXT Stock Holding History

Beacon Pointe 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 		$1.26M Sell
6,490
-1,293
-17% -$269K 0.01% 939
2026
Q1 		$1.59M Sell
7,783
-180
-2% -$36.6K 0.01% 809
2025
Q4 		$1.38M Buy
7,963
+462
+6% +$86.7K 0.01% 723
2025
Q3 		$1.38M Sell
7,501
-46
-0.6% -$7.4K 0.01% 643
2025
Q2 		$1.09M Buy
7,547
+26
+0.3% +$3.04K 0.01% 649
2025
Q1 		$742K Buy
7,521
+2,463
+49% +$267K 0.01% 721
2024
Q4 		$563K Sell
5,058
-1,812
-26% -$221K 0.01% 797
2024
Q3 		$747K Sell
6,870
-317
-4% -$31.5K 0.01% 715
2024
Q2 		$683K Buy
7,187
+4,956
+222% +$460K 0.01% 762
2024
Q1 		$229K Buy
+2,231
New +$200K ﹤0.01% 1214

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

Beacon Pointe Advisors's BWXT Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its BWX Technologies (BWXT) stake by 17% in Q2 2026, selling an estimated $269K and leaving 6,490 shares worth $1.26M. The position accounts for 0.01% of the portfolio, ranked #939.

Beacon Pointe Advisors first reported a position in BWXT in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.59M in Q1 2026. 854 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • Beacon Pointe Advisors held 6,490 shares of BWX Technologies worth $1.26M as of Q2 2026.
  • Beacon Pointe Advisors sold 1,293 BWX Technologies shares in Q2 2026, an estimated $269K.
  • BWX Technologies made up 0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #939 holding.
  • Beacon Pointe Advisors first reported a position in BWX Technologies in Q1 2024 and has held it in 10 quarters since.
  • Beacon Pointe Advisors's BWX Technologies position peaked at $1.59M in Q1 2026.
  • 854 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.