Creative Financial Designs’s BWX Technologies BWXT Stock Holding History

Creative Financial Designs’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	$32.3K	Hold	166	–	–	﹤0.01%	1156
2026 Q1	$33.9K	Sell	166 -9	-5%	-$1.83K	﹤0.01%	1036
2025 Q4	$30.2K	Hold	175	–	–	﹤0.01%	1036
2025 Q3	$32.3K	Hold	175	–	–	﹤0.01%	999
2025 Q2	$25.2K	Buy	175 +125	+250%	+$14.6K	﹤0.01%	1060
2025 Q1	$4.93K	Buy	+50	New	+$5.43K	﹤0.01%	1495
2021 Q4	–	Sell	-78	Closed	-$4K	–	1235
2021 Q3	$4K	Hold	78	–	–	﹤0.01%	1182
2021 Q2	$5K	Hold	78	–	–	﹤0.01%	1158
2021 Q1	$5K	Hold	78	–	–	﹤0.01%	1046
2020 Q4	$5K	Hold	78	–	–	﹤0.01%	970
2020 Q3	$4K	Hold	78	–	–	﹤0.01%	957
2020 Q2	$4K	Buy	+78	New	+$4.36K	﹤0.01%	899

Other funds holding BWXT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Creative Financial Designs's BWXT Position: Q2 2026 in Review

Creative Financial Designs held its BWX Technologies (BWXT) position steady in Q2 2026 at 166 shares worth $32.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1156.

Creative Financial Designs first reported a position in BWXT in Q2 2020 and has held it in 12 quarters since. The position peaked at $33.9K in Q1 2026. 855 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

Creative Financial Designs held 166 shares of BWX Technologies worth $32.3K as of Q2 2026.
Creative Financial Designs left its BWX Technologies share count unchanged in Q2 2026.
BWX Technologies made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1156 holding.
Creative Financial Designs first reported a position in BWX Technologies in Q2 2020 and has held it in 12 quarters since.
Creative Financial Designs's BWX Technologies position peaked at $33.9K in Q1 2026.
855 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.