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Modera Wealth Management’s BWX Technologies BWXT Stock Holding History

Modera Wealth 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
2026
Q2 		$323K Sell
1,657
-100
-6% -$20.8K ﹤0.01% 530
2026
Q1 		$359K Buy
1,757
+77
+5% +$15.6K ﹤0.01% 499
2025
Q4 		$290K Buy
1,680
+11
+0.7% +$2.06K ﹤0.01% 551
2025
Q3 		$308K Buy
1,669
+30
+2% +$4.83K ﹤0.01% 540
2025
Q2 		$236K Buy
+1,639
New +$191K ﹤0.01% 588

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 $3.37T AUM 44.26% 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

Modera Wealth Management's BWXT Position: Q2 2026 in Review

Modera Wealth Management reduced its BWX Technologies (BWXT) stake by 5.7% in Q2 2026, selling an estimated $20.8K and leaving 1,657 shares worth $323K. The position accounts for ﹤0.01% of the portfolio, ranked #530.

Modera Wealth Management first reported a position in BWXT in Q2 2025 and has held it in 5 quarters since. The position peaked at $359K in Q1 2026. 854 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • Modera Wealth Management held 1,657 shares of BWX Technologies worth $323K as of Q2 2026.
  • Modera Wealth Management sold 100 BWX Technologies shares in Q2 2026, an estimated $20.8K.
  • BWX Technologies made up ﹤0.01% of Modera Wealth Management's portfolio in Q2 2026, its #530 holding.
  • Modera Wealth Management first reported a position in BWX Technologies in Q2 2025 and has held it in 5 quarters since.
  • Modera Wealth Management's BWX Technologies position peaked at $359K in Q1 2026.
  • 854 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.