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Elevation Wealth Partners’s BWX Technologies BWXT Stock Holding History

Elevation Wealth Partners’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 		– Sell
-17
Closed -$3.48K – 1310
2026
Q1 		$3.48K Buy
+17
New +$3.45K ﹤0.01% 802
2024
Q3 		– Sell
-31
Closed -$2.94K – 490
2024
Q2 		$2.94K Buy
+31
New +$2.88K ﹤0.01% 425

Other funds holding BWXT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Elevation Wealth Partners's BWXT Position: Q2 2026 in Review

Elevation Wealth Partners sold out of BWX Technologies (BWXT) in Q2 2026, closing a stake of 17 shares — an estimated $3.48K sold.

Elevation Wealth Partners first reported a position in BWXT in Q2 2024 and held it in 2 quarters. The position peaked at $3.48K in Q1 2026. 852 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • Elevation Wealth Partners reported no remaining BWX Technologies position as of Q2 2026 after selling out during the quarter.
  • Elevation Wealth Partners sold 17 BWX Technologies shares in Q2 2026, an estimated $3.48K.
  • Elevation Wealth Partners first reported a position in BWX Technologies in Q2 2024 and held it in 2 quarters.
  • Elevation Wealth Partners's BWX Technologies position peaked at $3.48K in Q1 2026.
  • 852 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.