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Golden State Equity Partners’s BWX Technologies BWXT Stock Holding History

Golden State Equity Partners’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 		– Sell
-323
Closed -$66K – 537
2026
Q1 		$66K Buy
+323
New +$65.6K 0.01% 827

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First Trust Advisors
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Alkeon Capital Management
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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

Golden State Equity Partners's BWXT Position: Q2 2026 in Review

Golden State Equity Partners sold out of BWX Technologies (BWXT) in Q2 2026, closing a stake of 323 shares — an estimated $66K sold.

Golden State Equity Partners first reported a position in BWXT in Q1 2026 and held it in 1 quarter. The position peaked at $66K in Q1 2026. 854 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • Golden State Equity Partners reported no remaining BWX Technologies position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 323 BWX Technologies shares in Q2 2026, an estimated $66K.
  • Golden State Equity Partners first reported a position in BWX Technologies in Q1 2026 and held it in 1 quarter.
  • Golden State Equity Partners's BWX Technologies position peaked at $66K in Q1 2026.
  • 854 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.