CA
BWXT icon

Clearstead Advisors’s BWX Technologies BWXT Stock Holding History

Clearstead Advisors’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 		$13K Buy
67
+32
+91% +$6.67K ﹤0.01% 1908
2026
Q1 		$7.16K Sell
35
-334
-91% -$67.8K ﹤0.01% 1673
2025
Q4 		$63.8K Hold
369
– – ﹤0.01% 1298
2025
Q3 		$68K Sell
369
-1,728
-82% -$278K ﹤0.01% 1172
2025
Q2 		$302K Sell
2,097
-1,248
-37% -$146K ﹤0.01% 759
2025
Q1 		$330K Buy
3,345
+63
+2% +$6.84K 0.01% 683
2024
Q4 		$366K Sell
3,282
-558
-15% -$68.2K 0.01% 661
2024
Q3 		$417K Buy
3,840
+20
+0.5% +$1.99K 0.01% 618
2024
Q2 		$363K Buy
3,820
+3,490
+1,058% +$324K 0.01% 618
2024
Q1 		$29.3K Hold
330
– – ﹤0.01% 876
2023
Q4 		$25.3K Hold
330
– – ﹤0.01% 898
2023
Q3 		$24.7K Hold
330
– – ﹤0.01% 857
2023
Q2 		$23.6K Hold
330
– – ﹤0.01% 874
2023
Q1 		$20.8K Hold
330
– – ﹤0.01% 849
2022
Q4 		$19.2K Hold
330
– – ﹤0.01% 804
2022
Q3 		$17K Hold
330
– – ﹤0.01% 800
2022
Q2 		$18K Buy
330
+80
+32% +$4.16K ﹤0.01% 825
2022
Q1 		$13K Buy
+250
New +$12.3K ﹤0.01% 943

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

Clearstead Advisors's BWXT Position: Q2 2026 in Review

Clearstead Advisors increased its BWX Technologies (BWXT) stake by 91% in Q2 2026, buying an estimated $6.67K and bringing the position to 67 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #1908.

Clearstead Advisors first reported a position in BWXT in Q1 2022 and has held it in 18 quarters since. The position peaked at $417K in Q3 2024. 854 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • Clearstead Advisors held 67 shares of BWX Technologies worth $13K as of Q2 2026.
  • Clearstead Advisors bought 32 BWX Technologies shares in Q2 2026, an estimated $6.67K.
  • BWX Technologies made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1908 holding.
  • Clearstead Advisors first reported a position in BWX Technologies in Q1 2022 and has held it in 18 quarters since.
  • Clearstead Advisors's BWX Technologies position peaked at $417K in Q3 2024.
  • 854 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.