OneDigital Investment Advisors’s BWX Technologies BWXT Stock Holding History

OneDigital 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	$1M	Sell	4,908 -1,022	-17%	-$208K	0.01%	679
2025 Q4	$1.03M	Sell	5,930 -57,635	-91%	-$10.8M	0.01%	669
2025 Q3	$11.7M	Buy	63,565 +2,198	+4%	+$354K	0.12%	154
2025 Q2	$8.84M	Sell	61,367 -1,210	-2%	-$141K	0.1%	172
2025 Q1	$6.17M	Buy	62,577 +8,432	+16%	+$915K	0.07%	199
2024 Q4	$6.03M	Sell	54,145 -227	-0.4%	-$27.7K	0.07%	210
2024 Q3	$5.91M	Sell	54,372 -3,716	-6%	-$369K	0.07%	220
2024 Q2	$5.52M	Buy	58,088 +4,515	+8%	+$419K	0.07%	217
2024 Q1	$5.5M	Buy	+53,573	New	+$4.79M	0.09%	187

Other funds holding BWXT

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

OneDigital Investment Advisors's BWXT Position: Q1 2026 in Review

OneDigital Investment Advisors reduced its BWX Technologies (BWXT) stake by 17% in Q1 2026, selling an estimated $208K and leaving 4,908 shares worth $1M. The position accounts for 0.01% of the portfolio, ranked #679.

OneDigital Investment Advisors first reported a position in BWXT in Q1 2024 and has held it in 9 quarters since. The position peaked at $11.7M in Q3 2025. 824 funds tracked by Wall St. Rank hold BWXT as of Q1 2026.

OneDigital Investment Advisors held 4,908 shares of BWX Technologies worth $1M as of Q1 2026.
OneDigital Investment Advisors sold 1,022 BWX Technologies shares in Q1 2026, an estimated $208K.
BWX Technologies made up 0.01% of OneDigital Investment Advisors's portfolio in Q1 2026, its #679 holding.
OneDigital Investment Advisors first reported a position in BWX Technologies in Q1 2024 and has held it in 9 quarters since.
OneDigital Investment Advisors's BWX Technologies position peaked at $11.7M in Q3 2025.
824 funds tracked by Wall St. Rank held BWX Technologies as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.