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CreativeOne Wealth’s BWX Technologies BWXT Stock Holding History

CreativeOne 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 		$405K Sell
2,080
-659
-24% -$137K 0.01% 873
2026
Q1 		$560K Buy
2,739
+331
+14% +$67.2K 0.01% 763
2025
Q4 		$416K Buy
+2,408
New +$452K 0.01% 852

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

CreativeOne Wealth's BWXT Position: Q2 2026 in Review

CreativeOne Wealth reduced its BWX Technologies (BWXT) stake by 24% in Q2 2026, selling an estimated $137K and leaving 2,080 shares worth $405K. The position accounts for 0.01% of the portfolio, ranked #873.

CreativeOne Wealth first reported a position in BWXT in Q4 2025 and has held it in 3 quarters since. The position peaked at $560K in Q1 2026. 854 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • CreativeOne Wealth held 2,080 shares of BWX Technologies worth $405K as of Q2 2026.
  • CreativeOne Wealth sold 659 BWX Technologies shares in Q2 2026, an estimated $137K.
  • BWX Technologies made up 0.01% of CreativeOne Wealth's portfolio in Q2 2026, its #873 holding.
  • CreativeOne Wealth first reported a position in BWX Technologies in Q4 2025 and has held it in 3 quarters since.
  • CreativeOne Wealth's BWX Technologies position peaked at $560K in Q1 2026.
  • 854 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.