RIAS
BWXT icon

Rachor Investment Advisory Services’s BWX Technologies BWXT Stock Holding History

Rachor Investment Advisory 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 		$4.88K Sell
25
-2
-7% -$417 ﹤0.01% 130
2026
Q1 		$5.53K Buy
27
+25
+1,250% +$5.08K ﹤0.01% 154
2025
Q4 		$346 Buy
+2
New +$375 ﹤0.01% 370

Other funds holding BWXT

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

Rachor Investment Advisory Services's BWXT Position: Q2 2026 in Review

Rachor Investment Advisory Services reduced its BWX Technologies (BWXT) stake by 7.4% in Q2 2026, selling an estimated $417 and leaving 25 shares worth $4.88K. The position accounts for ﹤0.01% of the portfolio, ranked #130.

Rachor Investment Advisory Services first reported a position in BWXT in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.53K in Q1 2026. 411 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • Rachor Investment Advisory Services held 25 shares of BWX Technologies worth $4.88K as of Q2 2026.
  • Rachor Investment Advisory Services sold 2 BWX Technologies shares in Q2 2026, an estimated $417.
  • BWX Technologies made up ﹤0.01% of Rachor Investment Advisory Services's portfolio in Q2 2026, its #130 holding.
  • Rachor Investment Advisory Services first reported a position in BWX Technologies in Q4 2025 and has held it in 3 quarters since.
  • Rachor Investment Advisory Services's BWX Technologies position peaked at $5.53K in Q1 2026.
  • 411 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Rachor Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.