KPWS
BWXT icon

Kestra Private Wealth Services’s BWX Technologies BWXT Stock Holding History

Kestra Private Wealth 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 		$1.53M Sell
7,485
-618
-8% -$126K 0.02% 647
2025
Q4 		$1.4M Buy
8,103
+387
+5% +$72.6K 0.02% 664
2025
Q3 		$1.42M Buy
7,716
+3,365
+77% +$541K 0.02% 639
2025
Q2 		$627K Buy
4,351
+1,862
+75% +$218K 0.01% 938
2025
Q1 		$246K Sell
2,489
-1,613
-39% -$175K ﹤0.01% 1294
2024
Q4 		$457K Buy
4,102
+673
+20% +$82.2K 0.01% 961
2024
Q3 		$373K Buy
3,429
+749
+28% +$74.4K 0.01% 1004
2024
Q2 		$255K Buy
2,680
+3
+0.1% +$278 0.01% 1115
2024
Q1 		$275K Buy
+2,677
New +$239K 0.01% 1044

Other funds holding BWXT

BlackRock
BlackRock New York $5.72T 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 $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T 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 $59.5B AUM 51.63% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return