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
2025
Q2 		– Sell
-200
Closed -$2K – 4105
2025
Q1 		$2K Buy
+200
New +$21.7K ﹤0.01% 3963

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.