Envestnet Portfolio Solutions’s BWX Technologies BWXT Stock Holding History

Envestnet Portfolio Solutions’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	$1.35M	Buy	6,935 +260	+4%	+$54.2K	0.01%	594
2026 Q1	$1.36M	Buy	+6,675	New	+$1.36M	0.01%	544
2025 Q1	–	Sell	-2,452	Closed	-$273K	–	1571
2024 Q4	$273K	Buy	2,452 +245	+11%	+$29.9K	﹤0.01%	1548
2024 Q3	$240K	Buy	+2,207	New	+$219K	﹤0.01%	1551
2024 Q2	–	Sell	-4,731	Closed	-$485K	–	1636
2024 Q1	$485K	Sell	4,731 -218	-4%	-$19.5K	﹤0.01%	1135
2023 Q4	$380K	Sell	4,949 -117	-2%	-$8.99K	﹤0.01%	1175
2023 Q3	$380K	Buy	+5,066	New	+$366K	﹤0.01%	1111

Other funds holding BWXT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Envestnet Portfolio Solutions's BWXT Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its BWX Technologies (BWXT) stake by 3.9% in Q2 2026, buying an estimated $54.2K and bringing the position to 6,935 shares worth $1.35M. The position accounts for 0.01% of the portfolio, ranked #594.

Envestnet Portfolio Solutions first reported a position in BWXT in Q3 2023 and has held it in 7 quarters since. The position peaked at $1.36M in Q1 2026. 855 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

Envestnet Portfolio Solutions held 6,935 shares of BWX Technologies worth $1.35M as of Q2 2026.
Envestnet Portfolio Solutions bought 260 BWX Technologies shares in Q2 2026, an estimated $54.2K.
BWX Technologies made up 0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #594 holding.
Envestnet Portfolio Solutions first reported a position in BWX Technologies in Q3 2023 and has held it in 7 quarters since.
Envestnet Portfolio Solutions's BWX Technologies position peaked at $1.36M in Q1 2026.
855 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.