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 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

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

Gradient Investments's BWXT Position: Q2 2026 in Review

Gradient Investments increased its BWX Technologies (BWXT) stake by 9.6% in Q2 2026, buying an estimated $280K and bringing the position to 15,388 shares worth $3M. The position accounts for 0.04% of the portfolio, ranked #231.

Gradient Investments first reported a position in BWXT in Q3 2022 and has held it in 3 quarters since. 852 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

Gradient Investments held 15,388 shares of BWX Technologies worth $3M as of Q2 2026.
Gradient Investments bought 1,344 BWX Technologies shares in Q2 2026, an estimated $280K.
BWX Technologies made up 0.04% of Gradient Investments's portfolio in Q2 2026, its #231 holding.
Gradient Investments first reported a position in BWX Technologies in Q3 2022 and has held it in 3 quarters since.
852 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.