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Kingswood Wealth Advisors’s BWX Technologies BWXT Stock Holding History

Kingswood Wealth Advisors’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 		$422K Sell
2,168
-15
-0.7% -$3.12K 0.02% 659
2026
Q1 		$446K Sell
2,183
-3,283
-60% -$667K 0.02% 579
2025
Q4 		$945K Buy
+5,466
New +$1.03M 0.05% 363

Other funds holding BWXT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Kingswood Wealth Advisors's BWXT Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its BWX Technologies (BWXT) stake by 0.69% in Q2 2026, selling an estimated $3.12K and leaving 2,168 shares worth $422K. The position accounts for 0.02% of the portfolio, ranked #659.

Kingswood Wealth Advisors first reported a position in BWXT in Q4 2025 and has held it in 3 quarters since. The position peaked at $945K in Q4 2025. 855 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • Kingswood Wealth Advisors held 2,168 shares of BWX Technologies worth $422K as of Q2 2026.
  • Kingswood Wealth Advisors sold 15 BWX Technologies shares in Q2 2026, an estimated $3.12K.
  • BWX Technologies made up 0.02% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #659 holding.
  • Kingswood Wealth Advisors first reported a position in BWX Technologies in Q4 2025 and has held it in 3 quarters since.
  • Kingswood Wealth Advisors's BWX Technologies position peaked at $945K in Q4 2025.
  • 855 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.