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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
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 $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

Moneta Group Investment Advisors's BWXT Position: Q1 2026 in Review

Moneta Group Investment Advisors opened a new position in BWX Technologies (BWXT) in Q1 2026: 1,031 shares worth $211K. The stake represents ﹤0.01% of the portfolio and ranks #754 among its holdings. This is a return to the name: Moneta Group Investment Advisors previously reported a position in BWXT as recently as Q3 2015.

Moneta Group Investment Advisors first reported a position in BWXT in Q3 2015 and has held it in 2 quarters since. 823 funds tracked by Wall St. Rank hold BWXT as of Q1 2026.

  • Moneta Group Investment Advisors held 1,031 shares of BWX Technologies worth $211K as of Q1 2026.
  • BWX Technologies was a new Moneta Group Investment Advisors position in Q1 2026.
  • BWX Technologies made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #754 holding.
  • Moneta Group Investment Advisors first reported a position in BWX Technologies in Q3 2015 and has held it in 2 quarters since.
  • 823 funds tracked by Wall St. Rank held BWX Technologies as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.