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Insight Wealth Strategies’s BWX Technologies BWXT Stock Holding History

Insight Wealth Strategies’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 		$5.15M Buy
37,565
+6,461
+21% +$1.05M 0.51% 66
2026
Q2 		$5.95M Buy
+31,104
New +$6.48M 0.58% 58

Other funds holding BWXT

SCM
Segra Capital Management Palm Beach, Florida $987M AUM 57.18% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
KG
Kieckhefer Group Mequon, Wisconsin $252M AUM 40.97% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
BIP
Bouvel Investment Partners Phoenixville, Pennsylvania $433M AUM 51.2% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Insight Wealth Strategies's BWXT Position: Q3 2026 in Review

Insight Wealth Strategies increased its BWX Technologies (BWXT) stake by 21% in Q3 2026, buying an estimated $1.05M and bringing the position to 37,565 shares worth $5.15M. The position accounts for 0.51% of the portfolio, ranked #66.

Insight Wealth Strategies first reported a position in BWXT in Q2 2026 and has held it in 2 quarters since. The position peaked at $5.95M in Q2 2026. 48 funds tracked by Wall St. Rank hold BWXT as of Q3 2026.

  • Insight Wealth Strategies held 37,565 shares of BWX Technologies worth $5.15M as of Q3 2026.
  • Insight Wealth Strategies bought 6,461 BWX Technologies shares in Q3 2026, an estimated $1.05M.
  • BWX Technologies made up 0.51% of Insight Wealth Strategies's portfolio in Q3 2026, its #66 holding.
  • Insight Wealth Strategies first reported a position in BWX Technologies in Q2 2026 and has held it in 2 quarters since.
  • Insight Wealth Strategies's BWX Technologies position peaked at $5.95M in Q2 2026.
  • 48 funds tracked by Wall St. Rank held BWX Technologies as of Q3 2026.

Based on Insight Wealth Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.