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Sunrise Financial Services’s BWX Technologies BWXT Stock Holding History

Sunrise Financial Services’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 		$973 Hold
5
– – ﹤0.01% 494
2026
Q1 		$1.02K Hold
5
– – ﹤0.01% 495
2025
Q4 		$864 Buy
+5
New +$938 ﹤0.01% 476

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

Sunrise Financial Services's BWXT Position: Q2 2026 in Review

Sunrise Financial Services held its BWX Technologies (BWXT) position steady in Q2 2026 at 5 shares worth $973. The position accounts for ﹤0.01% of the portfolio, ranked #494.

Sunrise Financial Services first reported a position in BWXT in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.02K in Q1 2026. 852 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • Sunrise Financial Services held 5 shares of BWX Technologies worth $973 as of Q2 2026.
  • Sunrise Financial Services left its BWX Technologies share count unchanged in Q2 2026.
  • BWX Technologies made up ﹤0.01% of Sunrise Financial Services's portfolio in Q2 2026, its #494 holding.
  • Sunrise Financial Services first reported a position in BWX Technologies in Q4 2025 and has held it in 3 quarters since.
  • Sunrise Financial Services's BWX Technologies position peaked at $1.02K in Q1 2026.
  • 852 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Sunrise Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.