Focus Partners Wealth
BWXT icon

Focus Partners Wealth’s BWX Technologies BWXT Stock Holding History

Focus Partners 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 		$31.2M Sell
160,460
-3,938
-2% -$820K 0.03% 410
2026
Q1 		$33.6M Sell
164,398
-5,065
-3% -$1.03M 0.04% 375
2025
Q4 		$29.3M Buy
169,463
+8,553
+5% +$1.6M 0.03% 406
2025
Q3 		$29.7M Buy
160,910
+2,164
+1% +$348K 0.05% 312
2025
Q2 		$22.9M Buy
158,746
+141,310
+810% +$16.5M 0.05% 329
2025
Q1 		$1.72M Sell
17,436
-2,072
-11% -$225K ﹤0.01% 891
2024
Q4 		$2.17M Buy
19,508
+731
+4% +$89.3K 0.01% 808
2024
Q3 		$2.04M Buy
18,777
+11,357
+153% +$1.13M 0.01% 765
2024
Q2 		$705K Sell
7,420
-11,918
-62% -$1.11M ﹤0.01% 871
2024
Q1 		$1.98M Buy
19,338
+4,260
+28% +$381K 0.02% 485
2023
Q4 		$1.16M Buy
+15,078
New +$1.16M 0.02% 429

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

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

Focus Partners Wealth reduced its BWX Technologies (BWXT) stake by 2.4% in Q2 2026, selling an estimated $820K and leaving 160,460 shares worth $31.2M. The position accounts for 0.03% of the portfolio, ranked #410.

Focus Partners Wealth first reported a position in BWXT in Q4 2023 and has held it in 11 quarters since. The position peaked at $33.6M in Q1 2026. 852 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • Focus Partners Wealth held 160,460 shares of BWX Technologies worth $31.2M as of Q2 2026.
  • Focus Partners Wealth sold 3,938 BWX Technologies shares in Q2 2026, an estimated $820K.
  • BWX Technologies made up 0.03% of Focus Partners Wealth's portfolio in Q2 2026, its #410 holding.
  • Focus Partners Wealth first reported a position in BWX Technologies in Q4 2023 and has held it in 11 quarters since.
  • Focus Partners Wealth's BWX Technologies position peaked at $33.6M in Q1 2026.
  • 852 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

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