Cetera Investment Advisers
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Cetera Investment Advisers’s BWX Technologies BWXT Stock Holding History

Cetera Investment Advisers’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 		$8.46M Buy
43,461
+6,223
+17% +$1.3M 0.01% 1257
2026
Q1 		$7.61M Buy
37,238
+9,907
+36% +$2.01M 0.01% 1237
2025
Q4 		$4.72M Buy
27,331
+3,581
+15% +$672K 0.01% 1496
2025
Q3 		$4.38M Buy
23,750
+1,994
+9% +$321K 0.01% 1516
2025
Q2 		$3.13M Sell
21,756
-85
-0.4% -$9.93K 0.01% 1516
2025
Q1 		$2.15M Sell
21,841
-3,922
-15% -$426K ﹤0.01% 1695
2024
Q4 		$2.87M Buy
25,763
+7,190
+39% +$879K 0.01% 1391
2024
Q3 		$2.02M Sell
18,573
-995
-5% -$98.8K ﹤0.01% 1623
2024
Q2 		$1.86M Sell
19,568
-1,601
-8% -$148K ﹤0.01% 1629
2024
Q1 		$2.17M Buy
21,169
+14,431
+214% +$1.29M 0.01% 1483
2023
Q4 		$517K Buy
6,738
+261
+4% +$20.1K ﹤0.01% 1464
2023
Q3 		$486K Sell
6,477
-1,003
-13% -$72.5K ﹤0.01% 1440
2023
Q2 		$535K Sell
7,480
-427
-5% -$27.9K ﹤0.01% 1412
2023
Q1 		$498K Buy
7,907
+165
+2% +$9.95K ﹤0.01% 1433
2022
Q4 		$450K Buy
7,742
+516
+7% +$29.6K ﹤0.01% 1431
2022
Q3 		$364K Sell
7,226
-60
-0.8% -$3.24K 0.01% 1153
2022
Q2 		$401K Buy
7,286
+28
+0.4% +$1.46K 0.01% 1236
2022
Q1 		$391K Buy
7,258
+64
+0.9% +$3.15K 0.01% 1335
2021
Q4 		$344K Sell
7,194
-33
-0.5% -$1.73K ﹤0.01% 1412
2021
Q3 		$389K Buy
7,227
+64
+0.9% +$3.6K 0.01% 1280
2021
Q2 		$416K Buy
+7,163
New +$461K 0.01% 1227
2021
Q1 		– Sell
-7,009
Closed -$423K – 1612
2020
Q4 		$423K Buy
+7,009
New +$404K 0.01% 1045

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

Cetera Investment Advisers's BWXT Position: Q2 2026 in Review

Cetera Investment Advisers increased its BWX Technologies (BWXT) stake by 17% in Q2 2026, buying an estimated $1.3M and bringing the position to 43,461 shares worth $8.46M. The position accounts for 0.01% of the portfolio, ranked #1257.

Cetera Investment Advisers first reported a position in BWXT in Q4 2020 and has held it in 22 quarters since. 854 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • Cetera Investment Advisers held 43,461 shares of BWX Technologies worth $8.46M as of Q2 2026.
  • Cetera Investment Advisers bought 6,223 BWX Technologies shares in Q2 2026, an estimated $1.3M.
  • BWX Technologies made up 0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #1257 holding.
  • Cetera Investment Advisers first reported a position in BWX Technologies in Q4 2020 and has held it in 22 quarters since.
  • 854 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.