Diversify Advisory Services’s BWX Technologies BWXT Stock Holding History

Diversify Advisory Services’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	$725K	Sell	5,282 -201	-4%	-$32.8K	0.01%	782
2026 Q2	$968K	Buy	+5,483	New	+$1.14M	0.02%	645
2026 Q1	–	Sell	-3,947	Closed	-$860K	–	300
2025 Q4	$860K	Buy	3,947 +386	+11%	+$72.4K	0.03%	434
2025 Q3	$769K	Buy	3,561 +658	+23%	+$106K	0.03%	437
2025 Q2	$521K	Buy	2,903 +43	+2%	+$5.02K	0.02%	521
2025 Q1	$312K	Buy	2,860 +24	+0.8%	+$2.6K	0.02%	482
2024 Q4	$325K	Buy	+2,836	New	+$347K	0.02%	461

Other funds holding BWXT

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

Segra Capital Management Palm Beach, Florida $987M AUM 57.18% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 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 35.29% 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

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Kieckhefer Group Mequon, Wisconsin $252M AUM 40.97% 1-Year Est. Return

Diversify Advisory Services's BWXT Position: Q3 2026 in Review

Diversify Advisory Services reduced its BWX Technologies (BWXT) stake by 3.7% in Q3 2026, selling an estimated $32.8K and leaving 5,282 shares worth $725K. The position accounts for 0.01% of the portfolio, ranked #782.

Diversify Advisory Services first reported a position in BWXT in Q4 2024 and has held it in 7 quarters since. The position peaked at $968K in Q2 2026. 119 funds tracked by Wall St. Rank hold BWXT as of Q3 2026.

Diversify Advisory Services held 5,282 shares of BWX Technologies worth $725K as of Q3 2026.
Diversify Advisory Services sold 201 BWX Technologies shares in Q3 2026, an estimated $32.8K.
BWX Technologies made up 0.01% of Diversify Advisory Services's portfolio in Q3 2026, its #782 holding.
Diversify Advisory Services first reported a position in BWX Technologies in Q4 2024 and has held it in 7 quarters since.
Diversify Advisory Services's BWX Technologies position peaked at $968K in Q2 2026.
119 funds tracked by Wall St. Rank held BWX Technologies as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.