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Stegent Equity Advisors’s BWX Technologies BWXT Stock Holding History

Stegent Equity 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
Q3 		– Sell
-1,404
Closed -$273K – 97
2026
Q2 		$273K Sell
1,404
-295
-17% -$61.4K 0.2% 96
2026
Q1 		$347K Buy
+1,699
New +$345K 0.3% 80

Other funds holding BWXT

SCM
Segra Capital Management Palm Beach, Florida $987M AUM 57.18% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
KG
Kieckhefer Group Mequon, Wisconsin $252M AUM 40.97% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
BIP
Bouvel Investment Partners Phoenixville, Pennsylvania $433M AUM 51.2% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return

Stegent Equity Advisors's BWXT Position: Q3 2026 in Review

Stegent Equity Advisors sold out of BWX Technologies (BWXT) in Q3 2026, closing a stake of 1,404 shares — an estimated $273K sold.

Stegent Equity Advisors first reported a position in BWXT in Q1 2026 and held it in 2 quarters. The position peaked at $347K in Q1 2026. 49 funds tracked by Wall St. Rank hold BWXT as of Q3 2026.

  • Stegent Equity Advisors reported no remaining BWX Technologies position as of Q3 2026 after selling out during the quarter.
  • Stegent Equity Advisors sold 1,404 BWX Technologies shares in Q3 2026, an estimated $273K.
  • Stegent Equity Advisors first reported a position in BWX Technologies in Q1 2026 and held it in 2 quarters.
  • Stegent Equity Advisors's BWX Technologies position peaked at $347K in Q1 2026.
  • 49 funds tracked by Wall St. Rank held BWX Technologies as of Q3 2026.

Based on Stegent Equity Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.