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New Wave Wealth Advisors’s BWX Technologies BWXT Stock Holding History

New Wave Wealth 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 		$580K Buy
+2,979
New +$620K 0.16% 121

Other funds holding BWXT

ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
MPMG
Minneapolis Portfolio Management Group Wayzata, Minnesota $1.06B AUM 63.37% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

New Wave Wealth Advisors's BWXT Position: Q2 2026 in Review

New Wave Wealth Advisors opened a new position in BWX Technologies (BWXT) in Q2 2026: 2,979 shares worth $580K. The stake represents 0.16% of the portfolio and ranks #121 among its holdings.

255 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • New Wave Wealth Advisors held 2,979 shares of BWX Technologies worth $580K as of Q2 2026.
  • BWX Technologies was a new New Wave Wealth Advisors position in Q2 2026.
  • BWX Technologies made up 0.16% of New Wave Wealth Advisors's portfolio in Q2 2026, its #121 holding.
  • 255 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on New Wave Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.