Dakota Wealth Management’s BWX Technologies BWXT Stock Holding History

Dakota Wealth Management’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	–	Sell	-4,769	Closed	-$975K	–	792
2026 Q1	$975K	Buy	+4,769	New	+$968K	0.02%	410

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 $3.37T AUM 44.26% 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

Dakota Wealth Management's BWXT Position: Q2 2026 in Review

Dakota Wealth Management sold out of BWX Technologies (BWXT) in Q2 2026, closing a stake of 4,769 shares — an estimated $975K sold.

Dakota Wealth Management first reported a position in BWXT in Q1 2026 and held it in 1 quarter. The position peaked at $975K in Q1 2026. 854 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

Dakota Wealth Management reported no remaining BWX Technologies position as of Q2 2026 after selling out during the quarter.
Dakota Wealth Management sold 4,769 BWX Technologies shares in Q2 2026, an estimated $975K.
Dakota Wealth Management first reported a position in BWX Technologies in Q1 2026 and held it in 1 quarter.
Dakota Wealth Management's BWX Technologies position peaked at $975K in Q1 2026.
854 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.