Sequoia Financial Advisors’s BWX Technologies BWXT Stock Holding History

Sequoia Financial 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
2026 Q2	$11.9M	Buy	60,999 +9,425	+18%	+$1.96M	0.06%	196
2026 Q1	$10.5M	Buy	51,574 +64	+0.1%	+$13K	0.06%	201
2025 Q4	$8.9M	Buy	51,510 +2,302	+5%	+$432K	0.05%	215
2025 Q3	$9.07M	Buy	49,208 +2,799	+6%	+$450K	0.06%	211
2025 Q2	$6.69M	Buy	46,409 +3,087	+7%	+$361K	0.05%	231
2025 Q1	$4.27M	Buy	43,322 +3,716	+9%	+$403K	0.03%	295
2024 Q4	$4.41M	Buy	39,606 +3,443	+10%	+$421K	0.04%	270
2024 Q3	$3.93M	Buy	36,163 +1,950	+6%	+$194K	0.04%	248
2024 Q2	$3.25M	Buy	34,213 +1,685	+5%	+$156K	0.04%	247
2024 Q1	$3.34M	Sell	32,528 -1,177	-3%	-$105K	0.04%	249
2023 Q4	$2.59M	Buy	33,705 +30,579	+978%	+$2.35M	0.03%	305
2023 Q3	$234K	Buy	+3,126	New	+$226K	﹤0.01%	790

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

Sequoia Financial Advisors's BWXT Position: Q2 2026 in Review

Sequoia Financial Advisors increased its BWX Technologies (BWXT) stake by 18% in Q2 2026, buying an estimated $1.96M and bringing the position to 60,999 shares worth $11.9M. The position accounts for 0.06% of the portfolio, ranked #196.

Sequoia Financial Advisors first reported a position in BWXT in Q3 2023 and has held it in 12 quarters since. 853 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

Sequoia Financial Advisors held 60,999 shares of BWX Technologies worth $11.9M as of Q2 2026.
Sequoia Financial Advisors bought 9,425 BWX Technologies shares in Q2 2026, an estimated $1.96M.
BWX Technologies made up 0.06% of Sequoia Financial Advisors's portfolio in Q2 2026, its #196 holding.
Sequoia Financial Advisors first reported a position in BWX Technologies in Q3 2023 and has held it in 12 quarters since.
853 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.