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Checchi Capital Advisers’s BWX Technologies BWXT Stock Holding History

Checchi Capital 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 		$211K Buy
+1,085
New +$226K 0.01% 576
2016
Q3 		– Sell
-984
Closed -$35K – 513
2016
Q2 		$35K Buy
984
+833
+552% +$28.5K ﹤0.01% 984
2016
Q1 		$5K Buy
+151
New +$4.66K ﹤0.01% 1401

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 $3.38T AUM 44.17% 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

Checchi Capital Advisers's BWXT Position: Q2 2026 in Review

Checchi Capital Advisers opened a new position in BWX Technologies (BWXT) in Q2 2026: 1,085 shares worth $211K. The stake represents 0.01% of the portfolio and ranks #576 among its holdings. This is a return to the name: Checchi Capital Advisers previously reported a position in BWXT as recently as Q2 2016.

Checchi Capital Advisers first reported a position in BWXT in Q1 2016 and has held it in 3 quarters since. 855 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • Checchi Capital Advisers held 1,085 shares of BWX Technologies worth $211K as of Q2 2026.
  • BWX Technologies was a new Checchi Capital Advisers position in Q2 2026.
  • BWX Technologies made up 0.01% of Checchi Capital Advisers's portfolio in Q2 2026, its #576 holding.
  • Checchi Capital Advisers first reported a position in BWX Technologies in Q1 2016 and has held it in 3 quarters since.
  • 855 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Checchi Capital Advisers's 13F filing for Q2 2026, filed 4 Aug 2026.