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Strategic Wealth Partners’s BWX Technologies BWXT Stock Holding History

Strategic Wealth Partners’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 		$99.8K Sell
513
-5
-1% -$1.04K 0.01% 408
2026
Q1 		$106K Sell
518
-53
-9% -$10.8K 0.01% 384
2025
Q4 		$98.6K Sell
571
-933
-62% -$175K 0.01% 407
2025
Q3 		$277K Buy
+1,504
New +$242K 0.02% 294
2018
Q3 		– Sell
-308
Closed -$19K – 647
2018
Q2 		$19K Buy
+308
New +$20.5K 0.01% 418

Other funds holding BWXT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Strategic Wealth Partners's BWXT Position: Q2 2026 in Review

Strategic Wealth Partners reduced its BWX Technologies (BWXT) stake by 0.97% in Q2 2026, selling an estimated $1.04K and leaving 513 shares worth $99.8K. The position accounts for 0.01% of the portfolio, ranked #408.

Strategic Wealth Partners first reported a position in BWXT in Q2 2018 and has held it in 5 quarters since. The position peaked at $277K in Q3 2025. 852 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • Strategic Wealth Partners held 513 shares of BWX Technologies worth $99.8K as of Q2 2026.
  • Strategic Wealth Partners sold 5 BWX Technologies shares in Q2 2026, an estimated $1.04K.
  • BWX Technologies made up 0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #408 holding.
  • Strategic Wealth Partners first reported a position in BWX Technologies in Q2 2018 and has held it in 5 quarters since.
  • Strategic Wealth Partners's BWX Technologies position peaked at $277K in Q3 2025.
  • 852 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.