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Cassaday & Co Wealth Management’s BWX Technologies BWXT Stock Holding History

Cassaday & Co Wealth Management’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 		$195 Hold
1
– – ﹤0.01% 1221
2026
Q1 		$205 Buy
+1
New +$203 ﹤0.01% 1266

Other funds holding BWXT

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State Street
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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

Cassaday & Co Wealth Management's BWXT Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its BWX Technologies (BWXT) position steady in Q2 2026 at 1 share worth $195. The position accounts for ﹤0.01% of the portfolio, ranked #1221.

Cassaday & Co Wealth Management first reported a position in BWXT in Q1 2026 and has held it in 2 quarters since. The position peaked at $205 in Q1 2026. 854 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • Cassaday & Co Wealth Management held 1 share of BWX Technologies worth $195 as of Q2 2026.
  • Cassaday & Co Wealth Management left its BWX Technologies share count unchanged in Q2 2026.
  • BWX Technologies made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #1221 holding.
  • Cassaday & Co Wealth Management first reported a position in BWX Technologies in Q1 2026 and has held it in 2 quarters since.
  • Cassaday & Co Wealth Management's BWX Technologies position peaked at $205 in Q1 2026.
  • 854 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.