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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
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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $22.1B AUM 51.63% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return