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Intrua Financial’s BWX Technologies BWXT Stock Holding History

Intrua Financial’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 		$485K Buy
2,490
+215
+9% +$44.8K 0.04% 288
2026
Q1 		$465K Sell
2,275
-711
-24% -$144K 0.05% 276
2025
Q4 		$516K Buy
2,986
+455
+18% +$85.3K 0.05% 251
2025
Q3 		$467K Buy
2,531
+89
+4% +$14.3K 0.05% 265
2025
Q2 		$352K Sell
2,442
-183
-7% -$21.4K 0.05% 262
2025
Q1 		$259K Buy
2,625
+99
+4% +$10.7K 0.04% 306
2024
Q4 		$281K Buy
+2,526
New +$309K 0.04% 281

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

Intrua Financial's BWXT Position: Q2 2026 in Review

Intrua Financial increased its BWX Technologies (BWXT) stake by 9.5% in Q2 2026, buying an estimated $44.8K and bringing the position to 2,490 shares worth $485K. The position accounts for 0.04% of the portfolio, ranked #288.

Intrua Financial first reported a position in BWXT in Q4 2024 and has held it in 7 quarters since. The position peaked at $516K in Q4 2025. 854 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • Intrua Financial held 2,490 shares of BWX Technologies worth $485K as of Q2 2026.
  • Intrua Financial bought 215 BWX Technologies shares in Q2 2026, an estimated $44.8K.
  • BWX Technologies made up 0.04% of Intrua Financial's portfolio in Q2 2026, its #288 holding.
  • Intrua Financial first reported a position in BWX Technologies in Q4 2024 and has held it in 7 quarters since.
  • Intrua Financial's BWX Technologies position peaked at $516K in Q4 2025.
  • 854 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Intrua Financial's 13F filing for Q2 2026, filed 24 Jul 2026.