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Clearstead Trust’s BWX Technologies BWXT Stock Holding History

Clearstead Trust’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 		$4.48K Hold
23
– – ﹤0.01% 795
2026
Q1 		$4.7K Hold
23
– – ﹤0.01% 766
2025
Q4 		$3.98K Hold
23
– – ﹤0.01% 804
2025
Q3 		$4.24K Buy
23
+2
+10% +$322 ﹤0.01% 800
2025
Q2 		$3.03K Buy
+21
New +$2.45K ﹤0.01% 849

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 Trust's BWXT Position: Q2 2026 in Review

Clearstead Trust held its BWX Technologies (BWXT) position steady in Q2 2026 at 23 shares worth $4.48K. The position accounts for ﹤0.01% of the portfolio, ranked #795.

Clearstead Trust first reported a position in BWXT in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.7K in Q1 2026. 854 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • Clearstead Trust held 23 shares of BWX Technologies worth $4.48K as of Q2 2026.
  • Clearstead Trust left its BWX Technologies share count unchanged in Q2 2026.
  • BWX Technologies made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #795 holding.
  • Clearstead Trust first reported a position in BWX Technologies in Q2 2025 and has held it in 5 quarters since.
  • Clearstead Trust's BWX Technologies position peaked at $4.7K in Q1 2026.
  • 854 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

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