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Kestra Investment Management’s BWX Technologies BWXT Stock Holding History

Kestra Investment Management’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
2025
Q3 		– Sell
-107
Closed -$12.2K – 510
2025
Q2 		$12.2K Buy
107
+36
+51% +$4.21K ﹤0.01% 688
2025
Q1 		$7K Buy
+71
New +$7.7K ﹤0.01% 651

Other funds holding BWXT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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 $59.5B AUM 51.63% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Kestra Investment Management's BWXT Position: Q3 2025 in Review

Kestra Investment Management sold out of BWX Technologies (BWXT) in Q3 2025, closing a stake of 107 shares — an estimated $12.2K sold.

Kestra Investment Management first reported a position in BWXT in Q1 2025 and held it in 2 quarters. The position peaked at $12.2K in Q2 2025. 703 funds tracked by Wall St. Rank hold BWXT as of Q3 2025.

  • Kestra Investment Management reported no remaining BWX Technologies position as of Q3 2025 after selling out during the quarter.
  • Kestra Investment Management sold 107 BWX Technologies shares in Q3 2025, an estimated $12.2K.
  • Kestra Investment Management first reported a position in BWX Technologies in Q1 2025 and held it in 2 quarters.
  • Kestra Investment Management's BWX Technologies position peaked at $12.2K in Q2 2025.
  • 703 funds tracked by Wall St. Rank held BWX Technologies as of Q3 2025.

Based on Kestra Investment Management's 13F filing for Q3 2025, filed 17 Nov 2025.