DiNuzzo Private Wealth’s BWX Technologies BWXT Stock Holding History

DiNuzzo 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 Q3	$22.1K	Hold	161	–	–	﹤0.01%	207
2026 Q2	$31.3K	Hold	161	–	–	﹤0.01%	172
2026 Q1	$32.9K	Hold	161	–	–	﹤0.01%	159
2025 Q4	$27.8K	Hold	161	–	–	﹤0.01%	167
2025 Q3	$26.1K	Hold	161	–	–	﹤0.01%	170
2025 Q2	$23.2K	Hold	161	–	–	﹤0.01%	177
2025 Q1	$15.9K	Hold	161	–	–	﹤0.01%	197
2024 Q4	$17.9K	Hold	161	–	–	﹤0.01%	182
2024 Q3	$17.5K	Buy	161 +152	+1,689%	+$15.1K	﹤0.01%	191
2024 Q2	$855	Buy	9 +2	+29%	+$185	﹤0.01%	850
2024 Q1	$719	Hold	7	–	–	﹤0.01%	854
2023 Q4	$538	Buy	+7	New	+$538	﹤0.01%	950

Other funds holding BWXT

ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return

Segra Capital Management Palm Beach, Florida $822M AUM 57.18% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Covea Finance Paris, France $3.07B AUM 27.46% 1-Year Est. Return

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

RIA

RPG Investment Advisory Pleasanton, California $540M AUM 37.68% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Builder Investment Group Atlanta, Georgia $493M AUM 24.13% 1-Year Est. Return

DiNuzzo Private Wealth's BWXT Position: Q3 2026 in Review

DiNuzzo Private Wealth held its BWX Technologies (BWXT) position steady in Q3 2026 at 161 shares worth $22.1K. The position accounts for ﹤0.01% of the portfolio, ranked #207.

DiNuzzo Private Wealth first reported a position in BWXT in Q4 2023 and has held it in 12 quarters since. The position peaked at $32.9K in Q1 2026. 206 funds tracked by Wall St. Rank hold BWXT as of Q3 2026.

DiNuzzo Private Wealth held 161 shares of BWX Technologies worth $22.1K as of Q3 2026.
DiNuzzo Private Wealth left its BWX Technologies share count unchanged in Q3 2026.
BWX Technologies made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #207 holding.
DiNuzzo Private Wealth first reported a position in BWX Technologies in Q4 2023 and has held it in 12 quarters since.
DiNuzzo Private Wealth's BWX Technologies position peaked at $32.9K in Q1 2026.
206 funds tracked by Wall St. Rank held BWX Technologies as of Q3 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.