Private Advisor Group’s BWX Technologies BWXT Stock Holding History

Private Advisor Group’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	$474K	Sell	2,437 -410	-14%	-$85.4K	﹤0.01%	1832
2026 Q1	$582K	Buy	2,847 +67	+2%	+$13.6K	﹤0.01%	1764
2025 Q4	$481K	Buy	2,780 +52	+2%	+$9.75K	﹤0.01%	1840
2025 Q3	$503K	Buy	+2,728	New	+$439K	﹤0.01%	1774
2025 Q1	–	Sell	-9,326	Closed	-$1.04M	–	2328
2024 Q4	$1.04M	Buy	+9,326	New	+$1.14M	0.01%	1201
2020 Q3	–	Sell	-911	Closed	-$52K	–	1814
2020 Q2	$52K	Buy	+911	New	+$50.9K	﹤0.01%	2082
2016 Q1	–	Sell	-41,107	Closed	-$1.31M	–	1044
2015 Q4	$1.31M	Buy	41,107 +6,775	+20%	+$200K	0.06%	321
2015 Q3	$905K	Sell	34,332 -10,598	-24%	-$270K	0.05%	388
2015 Q2	$1.05M	Buy	44,930 +1,287	+3%	+$30.2K	0.05%	366
2015 Q1	$1M	Buy	43,643 +34,330	+369%	+$722K	0.06%	346
2014 Q4	$202K	Buy	+9,313	New	+$195K	0.01%	869

Other funds holding BWXT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Private Advisor Group's BWXT Position: Q2 2026 in Review

Private Advisor Group reduced its BWX Technologies (BWXT) stake by 14% in Q2 2026, selling an estimated $85.4K and leaving 2,437 shares worth $474K. The position accounts for ﹤0.01% of the portfolio, ranked #1832.

Private Advisor Group first reported a position in BWXT in Q4 2014 and has held it in 11 quarters since. The position peaked at $1.31M in Q4 2015. 854 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

Private Advisor Group held 2,437 shares of BWX Technologies worth $474K as of Q2 2026.
Private Advisor Group sold 410 BWX Technologies shares in Q2 2026, an estimated $85.4K.
BWX Technologies made up ﹤0.01% of Private Advisor Group's portfolio in Q2 2026, its #1832 holding.
Private Advisor Group first reported a position in BWX Technologies in Q4 2014 and has held it in 11 quarters since.
Private Advisor Group's BWX Technologies position peaked at $1.31M in Q4 2015.
854 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.