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BIA
Bell Investment Advisors’s
BWX Technologies
BWXT
Stock Holding History
Bell Investment Advisors’s Portfolio
BWXT Stock Details
BWXT Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$20.2K
Hold
99
–
–
﹤0.01%
449
2025
Q4
$17.1K
Buy
99
+24
+32%
+$4.5K
﹤0.01%
495
2025
Q3
$13.8K
Hold
75
–
–
﹤0.01%
527
2025
Q2
$10.8K
Hold
75
–
–
﹤0.01%
645
2025
Q1
$7.4K
Hold
75
–
–
﹤0.01%
723
2024
Q4
$8.36K
Hold
75
–
–
﹤0.01%
679
2024
Q3
$8.15K
Hold
75
–
–
﹤0.01%
702
2024
Q2
$7.13K
Hold
75
–
–
﹤0.01%
752
2024
Q1
$7.7K
Hold
75
–
–
﹤0.01%
701
2023
Q4
$5.75K
Hold
75
–
–
﹤0.01%
805
2023
Q3
$5.62K
Sell
75
-18
-19%
-$1.3K
﹤0.01%
747
2023
Q2
$6.66K
Hold
93
–
–
﹤0.01%
678
2023
Q1
$5.86K
Hold
93
–
–
﹤0.01%
706
2022
Q4
$5.4K
Hold
93
–
–
﹤0.01%
766
2022
Q3
$5K
Sell
93
-8
-8%
-$432
﹤0.01%
650
2022
Q2
$6K
Buy
+101
New
+$5.25K
﹤0.01%
599
2021
Q4
$5K
Sell
103
-6
-6%
-$314
﹤0.01%
743
2021
Q3
$6K
Buy
+109
New
+$6.14K
﹤0.01%
612
Other funds holding BWXT
BlackRock
New York
$5.72T AUM
30.48%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Invesco
Atlanta, Georgia
$1.02T AUM
30.18%
1-Year Est. Return
JP Morgan Chase
New York
$1.56T AUM
27.86%
1-Year Est. Return
Franklin Resources
San Mateo, California
$408B AUM
30.18%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Alkeon Capital Management
New York
$59.5B AUM
51.63%
1-Year Est. Return
VanEck Associates
New York
$133B AUM
72.99%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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