SageView Advisory Group’s BWX Technologies BWXT Stock Holding History

SageView Advisory 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 Q1	–	Sell	-80	Closed	-$13.8K	–	856
2025 Q4	$13.8K	Buy	+80	New	+$15K	﹤0.01%	1597

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

SageView Advisory Group's BWXT Position: Q1 2026 in Review

SageView Advisory Group sold out of BWX Technologies (BWXT) in Q1 2026, closing a stake of 80 shares — an estimated $13.8K sold.

SageView Advisory Group first reported a position in BWXT in Q4 2025 and held it in 1 quarter. The position peaked at $13.8K in Q4 2025. 830 funds tracked by Wall St. Rank hold BWXT as of Q1 2026.

SageView Advisory Group reported no remaining BWX Technologies position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 80 BWX Technologies shares in Q1 2026, an estimated $13.8K.
SageView Advisory Group first reported a position in BWX Technologies in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's BWX Technologies position peaked at $13.8K in Q4 2025.
830 funds tracked by Wall St. Rank held BWX Technologies as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.