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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
-36
Closed -$5.19K – 468
2025
Q2 		$5.19K Sell
36
-35
-49% -$4.09K ﹤0.01% 593
2025
Q1 		$7K Buy
+71
New +$7.7K ﹤0.01% 651

Other funds holding BWXT

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.79B AUM 33.56% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 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 36 shares — an estimated $5.19K sold.

Kestra Investment Management first reported a position in BWXT in Q1 2025 and held it in 2 quarters. The position peaked at $7K in Q1 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 36 BWX Technologies shares in Q3 2025, an estimated $5.19K.
  • 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 $7K in Q1 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.