Prospera Financial Services’s BWX Technologies BWXT Stock Holding History

Prospera Financial Services’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	$1.51M	Sell	7,754 -208	-3%	-$43.3K	0.02%	600
2026 Q1	$1.63M	Buy	7,962 +481	+6%	+$97.7K	0.03%	552
2025 Q4	$1.29M	Buy	7,481 +1,068	+17%	+$200K	0.02%	605
2025 Q3	$1.18M	Sell	6,413 -394	-6%	-$63.4K	0.02%	618
2025 Q2	$981K	Buy	6,807 +884	+15%	+$103K	0.02%	666
2025 Q1	$584K	Buy	5,923 +1,647	+39%	+$179K	0.01%	718
2024 Q4	$476K	Buy	4,276 +458	+12%	+$56K	0.01%	759
2024 Q3	$415K	Buy	3,818 +1,710	+81%	+$170K	0.01%	785
2024 Q2	$200K	Buy	+2,108	New	+$196K	0.01%	1072
2022 Q3	–	Sell	-991	Closed	-$55K	–	935
2022 Q2	$55K	Sell	991 -74	-7%	-$3.85K	﹤0.01%	1012
2022 Q1	$57K	Buy	+1,065	New	+$52.4K	﹤0.01%	1312
2020 Q4	–	Sell	-22	Closed	-$1K	–	793
2020 Q3	$1K	Buy	+22	New	+$1.23K	﹤0.01%	1521

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

Prospera Financial Services's BWXT Position: Q2 2026 in Review

Prospera Financial Services reduced its BWX Technologies (BWXT) stake by 2.6% in Q2 2026, selling an estimated $43.3K and leaving 7,754 shares worth $1.51M. The position accounts for 0.02% of the portfolio, ranked #600.

Prospera Financial Services first reported a position in BWXT in Q3 2020 and has held it in 12 quarters since. The position peaked at $1.63M in Q1 2026. 854 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

Prospera Financial Services held 7,754 shares of BWX Technologies worth $1.51M as of Q2 2026.
Prospera Financial Services sold 208 BWX Technologies shares in Q2 2026, an estimated $43.3K.
BWX Technologies made up 0.02% of Prospera Financial Services's portfolio in Q2 2026, its #600 holding.
Prospera Financial Services first reported a position in BWX Technologies in Q3 2020 and has held it in 12 quarters since.
Prospera Financial Services's BWX Technologies position peaked at $1.63M in Q1 2026.
854 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.