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HighPoint Advisor Group’s BWX Technologies BWXT Stock Holding History

HighPoint Advisor Group’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
Q1 		– Sell
-1,222
Closed -$211K – 704
2025
Q4 		$211K Buy
1,222
+49
+4% +$9.19K ﹤0.01% 1004
2025
Q3 		$216K Buy
+1,173
New +$189K 0.01% 640
2024
Q2 		– Sell
-3,366
Closed -$299K – 624
2024
Q1 		$299K Sell
3,366
-1,597
-32% -$143K 0.02% 471
2023
Q4 		$504K Buy
+4,963
New +$382K 0.04% 354

Other funds holding BWXT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

HighPoint Advisor Group's BWXT Position: Q1 2026 in Review

HighPoint Advisor Group sold out of BWX Technologies (BWXT) in Q1 2026, closing a stake of 1,222 shares — an estimated $211K sold.

HighPoint Advisor Group first reported a position in BWXT in Q4 2023 and held it in 4 quarters. The position peaked at $504K in Q4 2023. 830 funds tracked by Wall St. Rank hold BWXT as of Q1 2026.

  • HighPoint Advisor Group reported no remaining BWX Technologies position as of Q1 2026 after selling out during the quarter.
  • HighPoint Advisor Group sold 1,222 BWX Technologies shares in Q1 2026, an estimated $211K.
  • HighPoint Advisor Group first reported a position in BWX Technologies in Q4 2023 and held it in 4 quarters.
  • HighPoint Advisor Group's BWX Technologies position peaked at $504K in Q4 2023.
  • 830 funds tracked by Wall St. Rank held BWX Technologies as of Q1 2026.

Based on HighPoint Advisor Group's 13F filing for Q1 2026, filed 14 May 2026.