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High Note Wealth’s BWX Technologies BWXT Stock Holding History

High Note Wealth’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
Q3 		– Sell
-31
Closed -$4.42K – 891
2025
Q2 		$4.42K Hold
31
– – ﹤0.01% 478
2025
Q1 		$3.02K Hold
31
– – ﹤0.01% 589
2024
Q4 		$3.41K Buy
+31
New +$3.79K ﹤0.01% 599

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
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
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.79B AUM 33.56% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

High Note Wealth's BWXT Position: Q3 2025 in Review

High Note Wealth sold out of BWX Technologies (BWXT) in Q3 2025, closing a stake of 31 shares — an estimated $4.42K sold.

High Note Wealth first reported a position in BWXT in Q4 2024 and held it in 3 quarters. The position peaked at $4.42K in Q2 2025. 703 funds tracked by Wall St. Rank hold BWXT as of Q3 2025.

  • High Note Wealth reported no remaining BWX Technologies position as of Q3 2025 after selling out during the quarter.
  • High Note Wealth sold 31 BWX Technologies shares in Q3 2025, an estimated $4.42K.
  • High Note Wealth first reported a position in BWX Technologies in Q4 2024 and held it in 3 quarters.
  • High Note Wealth's BWX Technologies position peaked at $4.42K in Q2 2025.
  • 703 funds tracked by Wall St. Rank held BWX Technologies as of Q3 2025.

Based on High Note Wealth's 13F filing for Q3 2025, filed 4 Nov 2025.