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Mount Yale Investment Advisors’s BWX Technologies BWXT Stock Holding History

Mount Yale 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
2025
Q3 		– Sell
-646
Closed -$93.1K – 803
2025
Q2 		$93.1K Buy
+646
New +$75.5K 0.01% 674
2018
Q4 		– Sell
-175
Closed -$8K – 379
2018
Q3 		$8K Sell
175
-45
-20% -$2.85K ﹤0.01% 866
2018
Q2 		$14K Hold
220
– – ﹤0.01% 846
2018
Q1 		$14K Buy
+220
New +$13.9K ﹤0.01% 819

Other funds holding BWXT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.79B AUM 33.56% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Mount Yale Investment Advisors's BWXT Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of BWX Technologies (BWXT) in Q3 2025, closing a stake of 646 shares — an estimated $93.1K sold.

Mount Yale Investment Advisors first reported a position in BWXT in Q1 2018 and held it in 4 quarters. The position peaked at $93.1K in Q2 2025. 703 funds tracked by Wall St. Rank hold BWXT as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining BWX Technologies position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 646 BWX Technologies shares in Q3 2025, an estimated $93.1K.
  • Mount Yale Investment Advisors first reported a position in BWX Technologies in Q1 2018 and held it in 4 quarters.
  • Mount Yale Investment Advisors's BWX Technologies position peaked at $93.1K in Q2 2025.
  • 703 funds tracked by Wall St. Rank held BWX Technologies as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.