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Integrated Wealth Concepts’s BWX Technologies BWXT Stock Holding History

Integrated Wealth Concepts’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
Q2 		$665K Sell
3,417
-834
-20% -$174K ﹤0.01% 1601
2026
Q1 		$869K Buy
+4,251
New +$863K 0.01% 1198
2025
Q4 		– Sell
-2,365
Closed -$436K – 1671
2025
Q3 		$436K Buy
+2,365
New +$381K ﹤0.01% 1430
2025
Q2 		– Sell
-3,944
Closed -$389K – 1908
2025
Q1 		$389K Buy
3,944
+77
+2% +$8.36K ﹤0.01% 1267
2024
Q4 		$431K Sell
3,867
-383
-9% -$46.8K 0.01% 1194
2024
Q3 		$462K Sell
4,250
-131
-3% -$13K 0.01% 1118
2024
Q2 		$416K Sell
4,381
-1,992
-31% -$185K 0.01% 1138
2024
Q1 		$654K Buy
6,373
+560
+10% +$50.1K 0.01% 931
2023
Q4 		$446K Sell
5,813
-152
-3% -$11.7K 0.01% 1047
2023
Q3 		$447K Buy
5,965
+1,069
+22% +$77.3K 0.01% 1026
2023
Q2 		$350K Buy
+4,896
New +$320K 0.01% 1151

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Integrated Wealth Concepts's BWXT Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its BWX Technologies (BWXT) stake by 20% in Q2 2026, selling an estimated $174K and leaving 3,417 shares worth $665K. The position accounts for ﹤0.01% of the portfolio, ranked #1601.

Integrated Wealth Concepts first reported a position in BWXT in Q2 2023 and has held it in 11 quarters since. The position peaked at $869K in Q1 2026. 852 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • Integrated Wealth Concepts held 3,417 shares of BWX Technologies worth $665K as of Q2 2026.
  • Integrated Wealth Concepts sold 834 BWX Technologies shares in Q2 2026, an estimated $174K.
  • BWX Technologies made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1601 holding.
  • Integrated Wealth Concepts first reported a position in BWX Technologies in Q2 2023 and has held it in 11 quarters since.
  • Integrated Wealth Concepts's BWX Technologies position peaked at $869K in Q1 2026.
  • 852 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.