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 Q2	$1M	Sell	5,147 -2,338	-31%	-$487K	0.01%	902
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 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 $3.38T AUM 44.17% 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 Private Wealth Services's BWXT Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its BWX Technologies (BWXT) stake by 31% in Q2 2026, selling an estimated $487K and leaving 5,147 shares worth $1M. The position accounts for 0.01% of the portfolio, ranked #902.

Kestra Private Wealth Services first reported a position in BWXT in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.53M in Q1 2026. 855 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

Kestra Private Wealth Services held 5,147 shares of BWX Technologies worth $1M as of Q2 2026.
Kestra Private Wealth Services sold 2,338 BWX Technologies shares in Q2 2026, an estimated $487K.
BWX Technologies made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #902 holding.
Kestra Private Wealth Services first reported a position in BWX Technologies in Q1 2024 and has held it in 10 quarters since.
Kestra Private Wealth Services's BWX Technologies position peaked at $1.53M in Q1 2026.
855 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

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