EverSource Wealth Advisors’s BWX Technologies BWXT Stock Holding History

EverSource Wealth 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	$89.2K	Sell	458 -18	-4%	-$3.75K	﹤0.01%	1444
2026 Q1	$97.4K	Buy	476 +362	+318%	+$73.5K	﹤0.01%	1442
2025 Q4	$19.7K	Sell	114 -22	-16%	-$4.13K	﹤0.01%	2391
2025 Q3	$25.1K	Buy	136 +17	+14%	+$2.73K	﹤0.01%	2190
2025 Q2	$17.2K	Buy	119 +95	+396%	+$11.1K	﹤0.01%	2418
2025 Q1	$2.38K	Sell	24 -12	-33%	-$1.3K	﹤0.01%	2848
2024 Q4	$4.02K	Buy	36 +15	+71%	+$1.83K	﹤0.01%	2444
2024 Q3	$2.29K	Buy	21 +2	+11%	+$199	﹤0.01%	2505
2024 Q2	$1.9K	Sell	19 -37	-66%	-$3.43K	﹤0.01%	2567
2024 Q1	$5.37K	Sell	56 -156	-74%	-$14K	﹤0.01%	2021
2023 Q4	$16.3K	Buy	212 +204	+2,550%	+$15.7K	﹤0.01%	1335
2023 Q3	$602	Hold	8	–	–	﹤0.01%	2340
2023 Q2	$573	Buy	+8	New	+$523	﹤0.01%	2323

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

EverSource Wealth Advisors's BWXT Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its BWX Technologies (BWXT) stake by 3.8% in Q2 2026, selling an estimated $3.75K and leaving 458 shares worth $89.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1444.

EverSource Wealth Advisors first reported a position in BWXT in Q2 2023 and has held it in 13 quarters since. The position peaked at $97.4K in Q1 2026. 855 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

EverSource Wealth Advisors held 458 shares of BWX Technologies worth $89.2K as of Q2 2026.
EverSource Wealth Advisors sold 18 BWX Technologies shares in Q2 2026, an estimated $3.75K.
BWX Technologies made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1444 holding.
EverSource Wealth Advisors first reported a position in BWX Technologies in Q2 2023 and has held it in 13 quarters since.
EverSource Wealth Advisors's BWX Technologies position peaked at $97.4K in Q1 2026.
855 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.