Doliver Advisors
BWXT icon

Doliver Advisors’s BWX Technologies BWXT Stock Holding History

Doliver Advisors’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 		$502K Sell
3,664
-42
-1% -$6.86K 0.11% 118
2026
Q2 		$721K Sell
3,706
-541
-13% -$113K 0.16% 103
2026
Q1 		$868K Sell
4,247
-302
-7% -$61.3K 0.2% 77
2025
Q4 		$786K Sell
4,549
-2,170
-32% -$407K 0.2% 90
2025
Q3 		$1.24M Sell
6,719
-457
-6% -$73.5K 0.32% 54
2025
Q2 		$1.03M Buy
+7,176
New +$838K 0.28% 68

Other funds holding BWXT

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $165B AUM 72.14% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.6B AUM 22.09% 1-Year Est. Return

Doliver Advisors's BWXT Position: Q3 2026 in Review

Doliver Advisors reduced its BWX Technologies (BWXT) stake by 1.1% in Q3 2026, selling an estimated $6.86K and leaving 3,664 shares worth $502K. The position accounts for 0.11% of the portfolio, ranked #118.

Doliver Advisors first reported a position in BWXT in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.24M in Q3 2025. 621 funds tracked by Wall St. Rank hold BWXT as of Q3 2026.

  • Doliver Advisors held 3,664 shares of BWX Technologies worth $502K as of Q3 2026.
  • Doliver Advisors sold 42 BWX Technologies shares in Q3 2026, an estimated $6.86K.
  • BWX Technologies made up 0.11% of Doliver Advisors's portfolio in Q3 2026, its #118 holding.
  • Doliver Advisors first reported a position in BWX Technologies in Q2 2025 and has held it in 6 quarters since.
  • Doliver Advisors's BWX Technologies position peaked at $1.24M in Q3 2025.
  • 621 funds tracked by Wall St. Rank held BWX Technologies as of Q3 2026.

Based on Doliver Advisors's 13F filing for Q3 2026, filed 1 Oct 2026.