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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
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

SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
MPMG
Minneapolis Portfolio Management Group Wayzata, Minnesota $1.06B AUM 63.37% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

Doliver Advisors's BWXT Position: Q2 2026 in Review

Doliver Advisors reduced its BWX Technologies (BWXT) stake by 13% in Q2 2026, selling an estimated $113K and leaving 3,706 shares worth $721K. The position accounts for 0.16% of the portfolio, ranked #103.

Doliver Advisors first reported a position in BWXT in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.24M in Q3 2025. 304 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • Doliver Advisors held 3,706 shares of BWX Technologies worth $721K as of Q2 2026.
  • Doliver Advisors sold 541 BWX Technologies shares in Q2 2026, an estimated $113K.
  • BWX Technologies made up 0.16% of Doliver Advisors's portfolio in Q2 2026, its #103 holding.
  • Doliver Advisors first reported a position in BWX Technologies in Q2 2025 and has held it in 5 quarters since.
  • Doliver Advisors's BWX Technologies position peaked at $1.24M in Q3 2025.
  • 304 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Doliver Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.