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Plante Moran Financial Advisors’s BWX Technologies BWXT Stock Holding History

Plante Moran Financial 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 		$2.92K Hold
15
– – ﹤0.01% 700
2026
Q1 		$3.07K Hold
15
– – ﹤0.01% 602
2025
Q4 		$2.59K Hold
15
– – ﹤0.01% 706
2025
Q3 		$2.77K Buy
+15
New +$2.41K ﹤0.01% 653
2019
Q1 		– Sell
-20
Closed -$1K – 788
2018
Q4 		$1K Buy
+20
New +$993 ﹤0.01% 780

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 $3.38T AUM 44.17% 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

Plante Moran Financial Advisors's BWXT Position: Q2 2026 in Review

Plante Moran Financial Advisors held its BWX Technologies (BWXT) position steady in Q2 2026 at 15 shares worth $2.92K. The position accounts for ﹤0.01% of the portfolio, ranked #700.

Plante Moran Financial Advisors first reported a position in BWXT in Q4 2018 and has held it in 5 quarters since. The position peaked at $3.07K in Q1 2026. 855 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • Plante Moran Financial Advisors held 15 shares of BWX Technologies worth $2.92K as of Q2 2026.
  • Plante Moran Financial Advisors left its BWX Technologies share count unchanged in Q2 2026.
  • BWX Technologies made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #700 holding.
  • Plante Moran Financial Advisors first reported a position in BWX Technologies in Q4 2018 and has held it in 5 quarters since.
  • Plante Moran Financial Advisors's BWX Technologies position peaked at $3.07K in Q1 2026.
  • 855 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.