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Rise Advisors’s BWX Technologies BWXT Stock Holding History

Rise 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
2025
Q4 		– Sell
-183
Closed -$33.8K – 297
2025
Q3 		$33.8K Hold
183
– – 0.01% 349
2025
Q2 		$26.4K Hold
183
– – 0.01% 397
2025
Q1 		$18K Sell
183
-53
-22% -$5.75K 0.01% 562
2024
Q4 		$26.3K Hold
236
– – 0.01% 467
2024
Q3 		$25.6K Buy
236
+1
+0.4% +$99 0.01% 506
2024
Q2 		$22.3K Hold
235
– – 0.01% 558
2024
Q1 		$24.1K Buy
+235
New +$21K 0.01% 516

Other funds holding BWXT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Rise Advisors's BWXT Position: Q4 2025 in Review

Rise Advisors sold out of BWX Technologies (BWXT) in Q4 2025, closing a stake of 183 shares — an estimated $33.8K sold.

Rise Advisors first reported a position in BWXT in Q1 2024 and held it in 7 quarters. The position peaked at $33.8K in Q3 2025. 758 funds tracked by Wall St. Rank hold BWXT as of Q4 2025.

  • Rise Advisors reported no remaining BWX Technologies position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 183 BWX Technologies shares in Q4 2025, an estimated $33.8K.
  • Rise Advisors first reported a position in BWX Technologies in Q1 2024 and held it in 7 quarters.
  • Rise Advisors's BWX Technologies position peaked at $33.8K in Q3 2025.
  • 758 funds tracked by Wall St. Rank held BWX Technologies as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.