Toth Financial Advisory’s BWX Technologies BWXT Stock Holding History

Toth Financial Advisory’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	$168K	Buy	865 +25	+3%	+$5.21K	0.02%	244
2026 Q1	$172K	Buy	840 +10	+1%	+$2.03K	0.02%	229
2025 Q4	$143K	Hold	830	–	–	0.02%	239
2025 Q3	$153K	Buy	830 +510	+159%	+$82.1K	0.02%	230
2025 Q2	$46.1K	Hold	320	–	–	0.01%	318
2025 Q1	$31.6K	Sell	320 -3,700	-92%	-$401K	﹤0.01%	342
2024 Q4	$448K	Hold	4,020	–	–	0.05%	161
2024 Q3	$437K	Buy	4,020 +3,700	+1,156%	+$368K	0.05%	166
2024 Q2	$30.4K	Hold	320	–	–	﹤0.01%	347
2024 Q1	$32.8K	Buy	320 +300	+1,500%	+$26.8K	﹤0.01%	337
2023 Q4	$1.53K	Buy	+20	New	+$1.54K	﹤0.01%	648
2018 Q4	–	Sell	-50	Closed	-$3K	–	410
2018 Q3	$3K	Hold	50	–	–	﹤0.01%	382
2018 Q2	$3K	Buy	+50	New	+$3.33K	﹤0.01%	374

Other funds holding BWXT

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return