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Moneywise Inc’s BWX Technologies BWXT Stock Holding History

Moneywise Inc’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 		$241K Hold
1,236
– – 0.09% 78
2026
Q1 		$253K Hold
1,236
– – 0.11% 74
2025
Q4 		$214K Sell
1,236
-994
-45% -$186K 0.09% 81
2025
Q3 		$411K Sell
2,230
-356
-14% -$57.3K 0.19% 54
2025
Q2 		$373K Hold
2,586
– – 0.17% 60
2025
Q1 		$255K Hold
2,586
– – 0.14% 51
2024
Q4 		$288K Hold
2,586
– – 0.14% 45
2024
Q3 		$281K Hold
2,586
– – 0.14% 53
2024
Q2 		$246K Sell
2,586
-36
-1% -$3.34K 0.13% 53
2024
Q1 		$269K Hold
2,622
– – 0.15% 55
2023
Q4 		$201K Buy
+2,622
New +$202K 0.12% 52

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

Moneywise Inc's BWXT Position: Q2 2026 in Review

Moneywise Inc held its BWX Technologies (BWXT) position steady in Q2 2026 at 1,236 shares worth $241K. The position accounts for 0.09% of the portfolio, ranked #78.

Moneywise Inc first reported a position in BWXT in Q4 2023 and has held it in 11 quarters since. The position peaked at $411K in Q3 2025. 854 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • Moneywise Inc held 1,236 shares of BWX Technologies worth $241K as of Q2 2026.
  • Moneywise Inc left its BWX Technologies share count unchanged in Q2 2026.
  • BWX Technologies made up 0.09% of Moneywise Inc's portfolio in Q2 2026, its #78 holding.
  • Moneywise Inc first reported a position in BWX Technologies in Q4 2023 and has held it in 11 quarters since.
  • Moneywise Inc's BWX Technologies position peaked at $411K in Q3 2025.
  • 854 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Moneywise Inc's 13F filing for Q2 2026, filed 21 Jul 2026.