KAS
BWXT icon

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
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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $22.1B AUM 51.63% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return