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Evolve Private Wealth’s BWX Technologies BWXT Stock Holding History

Evolve Private Wealth’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 		$444K Buy
+2,280
New +$475K 0.03% 561

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

Evolve Private Wealth's BWXT Position: Q2 2026 in Review

Evolve Private Wealth opened a new position in BWX Technologies (BWXT) in Q2 2026: 2,280 shares worth $444K. The stake represents 0.03% of the portfolio and ranks #561 among its holdings.

852 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • Evolve Private Wealth held 2,280 shares of BWX Technologies worth $444K as of Q2 2026.
  • BWX Technologies was a new Evolve Private Wealth position in Q2 2026.
  • BWX Technologies made up 0.03% of Evolve Private Wealth's portfolio in Q2 2026, its #561 holding.
  • 852 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.