Fortis Group Advisors’s BWX Technologies BWXT Stock Holding History

Fortis Group 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	$119K	Hold	609	–	–	0.02%	278
2026 Q1	$125K	Hold	609	–	–	0.02%	278
2025 Q4	$105K	Hold	609	–	–	0.02%	282
2025 Q3	$112K	Hold	609	–	–	0.02%	236
2025 Q2	$87.7K	Hold	609	–	–	0.02%	229
2025 Q1	$60.1K	Hold	609	–	–	0.01%	207
2024 Q4	$67.8K	Hold	609	–	–	0.01%	204
2024 Q3	$66.2K	Hold	609	–	–	0.01%	196
2024 Q2	$57.9K	Hold	609	–	–	0.01%	201
2024 Q1	$62.5K	Sell	609 -609	-50%	-$54.5K	0.01%	217
2023 Q4	$93.5K	Buy	1,218 +609	+100%	+$46.8K	0.02%	147
2023 Q3	$45.7K	Buy	+609	New	+$44K	0.01%	146
2020 Q3	$34K	Buy	+609	New	+$34.2K	0.01%	219

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 $3.37T AUM 44.26% 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

Fortis Group Advisors's BWXT Position: Q2 2026 in Review

Fortis Group Advisors held its BWX Technologies (BWXT) position steady in Q2 2026 at 609 shares worth $119K. The position accounts for 0.02% of the portfolio, ranked #278.

Fortis Group Advisors first reported a position in BWXT in Q3 2020 and has held it in 13 quarters since. The position peaked at $125K in Q1 2026. 852 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

Fortis Group Advisors held 609 shares of BWX Technologies worth $119K as of Q2 2026.
Fortis Group Advisors left its BWX Technologies share count unchanged in Q2 2026.
BWX Technologies made up 0.02% of Fortis Group Advisors's portfolio in Q2 2026, its #278 holding.
Fortis Group Advisors first reported a position in BWX Technologies in Q3 2020 and has held it in 13 quarters since.
Fortis Group Advisors's BWX Technologies position peaked at $125K in Q1 2026.
852 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

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