Corient Private Wealth
BWXT icon

Corient Private Wealth’s BWX Technologies BWXT Stock Holding History

Corient Private Wealth’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 		$2.51M Buy
12,916
+2,083
+19% +$434K ﹤0.01% 1249
2026
Q1 		$2.21M Sell
10,833
-1,373
-11% -$279K ﹤0.01% 1213
2025
Q4 		$2.11M Buy
12,206
+2,710
+29% +$508K ﹤0.01% 1124
2025
Q3 		$1.75M Buy
9,496
+3,677
+63% +$592K ﹤0.01% 1132
2025
Q2 		$838K Buy
5,819
+8
+0.1% +$935 ﹤0.01% 1446
2025
Q1 		$573K Buy
+5,811
New +$631K ﹤0.01% 1535

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

Corient Private Wealth's BWXT Position: Q2 2026 in Review

Corient Private Wealth increased its BWX Technologies (BWXT) stake by 19% in Q2 2026, buying an estimated $434K and bringing the position to 12,916 shares worth $2.51M. The position accounts for ﹤0.01% of the portfolio, ranked #1249.

Corient Private Wealth first reported a position in BWXT in Q1 2025 and has held it in 6 quarters since. 854 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • Corient Private Wealth held 12,916 shares of BWX Technologies worth $2.51M as of Q2 2026.
  • Corient Private Wealth bought 2,083 BWX Technologies shares in Q2 2026, an estimated $434K.
  • BWX Technologies made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1249 holding.
  • Corient Private Wealth first reported a position in BWX Technologies in Q1 2025 and has held it in 6 quarters since.
  • 854 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.