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Empowered Funds’s BWX Technologies BWXT Stock Holding History

Empowered Funds’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 		$6.79M Sell
34,877
-22,306
-39% -$4.65M 0.04% 564
2026
Q1 		$11.7M Buy
57,183
+2,653
+5% +$539K 0.07% 322
2025
Q4 		$9.42M Buy
54,530
+1,870
+4% +$351K 0.16% 147
2025
Q3 		$9.71M Buy
52,660
+47,283
+879% +$7.61M 0.1% 232
2025
Q2 		$775K Buy
5,377
+937
+21% +$109K 0.01% 1169
2025
Q1 		$438K Sell
4,440
-399
-8% -$43.3K 0.01% 1265
2024
Q4 		$539K Buy
4,839
+788
+19% +$96.3K 0.01% 1156
2024
Q3 		$440K Buy
4,051
+507
+14% +$50.4K 0.01% 1126
2024
Q2 		$337K Buy
3,544
+1,259
+55% +$117K 0.01% 1168
2024
Q1 		$234K Buy
+2,285
New +$204K ﹤0.01% 1275
2023
Q3 		– Sell
-18,410
Closed -$1.32M – 1212
2023
Q2 		$1.32M Buy
18,410
+986
+6% +$64.4K 0.05% 534
2023
Q1 		$1.1M Buy
+17,424
New +$1.05M 0.06% 274
2022
Q4 		– Sell
-14,975
Closed -$860K – 463
2022
Q3 		$754K Buy
+14,975
New +$808K 0.07% 215

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

Empowered Funds's BWXT Position: Q2 2026 in Review

Empowered Funds reduced its BWX Technologies (BWXT) stake by 39% in Q2 2026, selling an estimated $4.65M and leaving 34,877 shares worth $6.79M. The position accounts for 0.04% of the portfolio, ranked #564.

Empowered Funds first reported a position in BWXT in Q3 2022 and has held it in 13 quarters since. The position peaked at $11.7M in Q1 2026. 854 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • Empowered Funds held 34,877 shares of BWX Technologies worth $6.79M as of Q2 2026.
  • Empowered Funds sold 22,306 BWX Technologies shares in Q2 2026, an estimated $4.65M.
  • BWX Technologies made up 0.04% of Empowered Funds's portfolio in Q2 2026, its #564 holding.
  • Empowered Funds first reported a position in BWX Technologies in Q3 2022 and has held it in 13 quarters since.
  • Empowered Funds's BWX Technologies position peaked at $11.7M in Q1 2026.
  • 854 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.