CoreCap Advisors’s BWX Technologies BWXT Stock Holding History

CoreCap 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	$346K	Sell	1,777 -23	-1%	-$4.79K	0.01%	666
2026 Q1	$368K	Buy	1,800 +246	+16%	+$50K	0.01%	590
2025 Q4	$269K	Buy	1,554 +345	+29%	+$64.7K	0.01%	690
2025 Q3	$223K	Buy	1,209 +356	+42%	+$57.3K	0.01%	769
2025 Q2	$123K	Sell	853 -24	-3%	-$2.8K	﹤0.01%	911
2025 Q1	$86.5K	Hold	877	–	–	﹤0.01%	956
2024 Q4	$97.7K	Buy	877 +603	+220%	+$73.7K	﹤0.01%	934
2024 Q3	$29.8K	Hold	274	–	–	﹤0.01%	1403
2024 Q2	$26K	Hold	274	–	–	﹤0.01%	819
2024 Q1	$28.1K	Buy	+274	New	+$24.5K	﹤0.01%	1334

Other funds holding BWXT

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return