Kestra Advisory Services’s BWX Technologies BWXT Stock Holding History

Kestra Advisory Services’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	$817K	Buy	4,198 +139	+3%	+$28.9K	﹤0.01%	1980
2026 Q1	$830K	Sell	4,059 -158	-4%	-$32.1K	﹤0.01%	1859
2025 Q4	$729K	Buy	4,217 +489	+13%	+$91.7K	﹤0.01%	1880
2025 Q3	$687K	Buy	3,728 +937	+34%	+$151K	﹤0.01%	1851
2025 Q2	$402K	Sell	2,791 -35	-1%	-$4.09K	﹤0.01%	2125
2025 Q1	$279K	Buy	2,826 +195	+7%	+$21.2K	﹤0.01%	2216
2024 Q4	$293K	Buy	2,631 +552	+27%	+$67.4K	﹤0.01%	2235
2024 Q3	$226K	Buy	+2,079	New	+$207K	﹤0.01%	2288
2023 Q1	–	Sell	-3,470	Closed	-$202K	–	2098
2022 Q4	$202K	Buy	+3,470	New	+$199K	﹤0.01%	2021

Other funds holding BWXT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Kestra Advisory Services's BWXT Position: Q2 2026 in Review

Kestra Advisory Services increased its BWX Technologies (BWXT) stake by 3.4% in Q2 2026, buying an estimated $28.9K and bringing the position to 4,198 shares worth $817K. The position accounts for ﹤0.01% of the portfolio, ranked #1980.

Kestra Advisory Services first reported a position in BWXT in Q4 2022 and has held it in 9 quarters since. The position peaked at $830K in Q1 2026. 852 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

Kestra Advisory Services held 4,198 shares of BWX Technologies worth $817K as of Q2 2026.
Kestra Advisory Services bought 139 BWX Technologies shares in Q2 2026, an estimated $28.9K.
BWX Technologies made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1980 holding.
Kestra Advisory Services first reported a position in BWX Technologies in Q4 2022 and has held it in 9 quarters since.
Kestra Advisory Services's BWX Technologies position peaked at $830K in Q1 2026.
852 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.