Diversify Advisory Services’s BWX Technologies BWXT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

Diversify Advisory Services's BWXT Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in BWX Technologies (BWXT) in Q2 2026: 5,483 shares worth $968K. The stake represents 0.02% of the portfolio and ranks #645 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in BWXT as recently as Q4 2025.

Diversify Advisory Services first reported a position in BWXT in Q4 2024 and has held it in 6 quarters since. 854 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • Diversify Advisory Services held 5,483 shares of BWX Technologies worth $968K as of Q2 2026.
  • BWX Technologies was a new Diversify Advisory Services position in Q2 2026.
  • BWX Technologies made up 0.02% of Diversify Advisory Services's portfolio in Q2 2026, its #645 holding.
  • Diversify Advisory Services first reported a position in BWX Technologies in Q4 2024 and has held it in 6 quarters since.
  • 854 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.