GI
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Gradient Investments’s BWX Technologies BWXT Stock Holding History

Gradient Investments’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
Q3 		$2.06M Sell
15,012
-376
-2% -$61.4K 0.03% 258
2026
Q2 		$3M Buy
15,388
+1,344
+10% +$280K 0.04% 231
2026
Q1 		$2.87M Buy
+14,044
New +$2.85M 0.04% 225
2022
Q4 		– Sell
-25
Closed -$1K – 1532
2022
Q3 		$1K Buy
+25
New +$1.35K ﹤0.01% 1207

Other funds holding BWXT

SCM
Segra Capital Management Palm Beach, Florida $987M AUM 57.18% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
LC
Lincoln Capital Lincoln, Nebraska $570M AUM 10.88% 1-Year Est. Return

Gradient Investments's BWXT Position: Q3 2026 in Review

Gradient Investments reduced its BWX Technologies (BWXT) stake by 2.4% in Q3 2026, selling an estimated $61.4K and leaving 15,012 shares worth $2.06M. The position accounts for 0.03% of the portfolio, ranked #258.

Gradient Investments first reported a position in BWXT in Q3 2022 and has held it in 4 quarters since. The position peaked at $3M in Q2 2026. 27 funds tracked by Wall St. Rank hold BWXT as of Q3 2026.

  • Gradient Investments held 15,012 shares of BWX Technologies worth $2.06M as of Q3 2026.
  • Gradient Investments sold 376 BWX Technologies shares in Q3 2026, an estimated $61.4K.
  • BWX Technologies made up 0.03% of Gradient Investments's portfolio in Q3 2026, its #258 holding.
  • Gradient Investments first reported a position in BWX Technologies in Q3 2022 and has held it in 4 quarters since.
  • Gradient Investments's BWX Technologies position peaked at $3M in Q2 2026.
  • 27 funds tracked by Wall St. Rank held BWX Technologies as of Q3 2026.

Based on Gradient Investments's 13F filing for Q3 2026, filed 8 Oct 2026.