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Moneta Group Investment Advisors’s BWX Technologies BWXT Stock Holding History

Moneta Group Investment 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 		– Sell
-1,031
Closed -$211K – 888
2026
Q1 		$211K Buy
+1,031
New +$209K ﹤0.01% 754
2015
Q4 		– Sell
-534
Closed -$14K – 177
2015
Q3 		$14K Buy
+534
New +$13.6K ﹤0.01% 369

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

Moneta Group Investment Advisors's BWXT Position: Q2 2026 in Review

Moneta Group Investment Advisors sold out of BWX Technologies (BWXT) in Q2 2026, closing a stake of 1,031 shares — an estimated $211K sold.

Moneta Group Investment Advisors first reported a position in BWXT in Q3 2015 and held it in 2 quarters. The position peaked at $211K in Q1 2026. 854 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • Moneta Group Investment Advisors reported no remaining BWX Technologies position as of Q2 2026 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 1,031 BWX Technologies shares in Q2 2026, an estimated $211K.
  • Moneta Group Investment Advisors first reported a position in BWX Technologies in Q3 2015 and held it in 2 quarters.
  • Moneta Group Investment Advisors's BWX Technologies position peaked at $211K in Q1 2026.
  • 854 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.