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Heartwood Wealth Advisors’s BWX Technologies BWXT Stock Holding History

Heartwood Wealth 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
2025
Q4 		– Sell
-21
Closed -$3.87K – 261
2025
Q3 		$3.87K Buy
+21
New +$3.38K ﹤0.01% 433

Other funds holding BWXT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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 $59.5B AUM 51.63% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Heartwood Wealth Advisors's BWXT Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of BWX Technologies (BWXT) in Q4 2025, closing a stake of 21 shares — an estimated $3.87K sold.

Heartwood Wealth Advisors first reported a position in BWXT in Q3 2025 and held it in 1 quarter. The position peaked at $3.87K in Q3 2025. 759 funds tracked by Wall St. Rank hold BWXT as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining BWX Technologies position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 21 BWX Technologies shares in Q4 2025, an estimated $3.87K.
  • Heartwood Wealth Advisors first reported a position in BWX Technologies in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's BWX Technologies position peaked at $3.87K in Q3 2025.
  • 759 funds tracked by Wall St. Rank held BWX Technologies as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.