Herold Advisors
BWXT icon

Herold Advisors’s BWX Technologies BWXT Stock Holding History

Herold 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
Q3 		$769K Buy
5,616
+1,895
+51% +$309K 0.15% 140
2026
Q2 		$723K Buy
3,721
+633
+20% +$132K 0.14% 149
2026
Q1 		$631K Buy
+3,088
New +$627K 0.14% 153
2022
Q2 		– Sell
-885
Closed -$47.7K – 254
2022
Q1 		$47.7K Buy
+885
New +$43.5K 0.02% 389
2021
Q4 		– Sell
-885
Closed -$47K – 258
2021
Q3 		$47K Buy
+885
New +$49.9K 0.02% 384

Other funds holding BWXT

ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
Segra Capital Management
Segra Capital Management Palm Beach, Florida $987M AUM 57.18% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
Covea Finance
Covea Finance Paris, France $3.07B AUM 27.46% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
RIA
RPG Investment Advisory Pleasanton, California $540M AUM 37.68% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Builder Investment Group
Builder Investment Group Atlanta, Georgia $493M AUM 24.13% 1-Year Est. Return
Stonebridge Financial Group (Pennsylvania)
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Herold Advisors's BWXT Position: Q3 2026 in Review

Herold Advisors increased its BWX Technologies (BWXT) stake by 51% in Q3 2026, buying an estimated $309K and bringing the position to 5,616 shares worth $769K. The position accounts for 0.15% of the portfolio, ranked #140.

Herold Advisors first reported a position in BWXT in Q3 2021 and has held it in 5 quarters since. 136 funds tracked by Wall St. Rank hold BWXT as of Q3 2026.

  • Herold Advisors held 5,616 shares of BWX Technologies worth $769K as of Q3 2026.
  • Herold Advisors bought 1,895 BWX Technologies shares in Q3 2026, an estimated $309K.
  • BWX Technologies made up 0.15% of Herold Advisors's portfolio in Q3 2026, its #140 holding.
  • Herold Advisors first reported a position in BWX Technologies in Q3 2021 and has held it in 5 quarters since.
  • 136 funds tracked by Wall St. Rank held BWX Technologies as of Q3 2026.

Based on Herold Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.