True Wealth Design’s BWX Technologies BWXT Stock Holding History

True Wealth Design’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	$370K	Sell	2,704 -394	-13%	-$64.3K	0.09%	56
2026 Q2	$603K	Sell	3,098 -19	-0.6%	-$3.96K	0.14%	33
2026 Q1	$637K	Buy	3,117 +24	+0.8%	+$4.87K	0.18%	31
2025 Q4	$535K	Sell	3,093 -1	-0%	-$188	0.16%	29
2025 Q3	$570K	Hold	3,094	–	–	0.17%	25
2025 Q2	$446K	Sell	3,094 -14	-0.5%	-$1.64K	0.16%	27
2025 Q1	$307K	Buy	3,108 +993	+47%	+$108K	0.12%	24
2024 Q4	$236K	Hold	2,115	–	–	0.09%	28
2024 Q3	$230K	Buy	2,115 +15	+0.7%	+$1.49K	0.09%	31
2024 Q2	$200K	Hold	2,100	–	–	0.05%	118
2024 Q1	$216K	Hold	2,100	–	–	0.05%	118
2023 Q4	$161K	Hold	2,100	–	–	0.05%	118
2023 Q3	$157K	Hold	2,100	–	–	0.05%	117
2023 Q2	$150K	Hold	2,100	–	–	0.06%	117
2023 Q1	$132K	Hold	2,100	–	–	0.06%	126
2022 Q4	$122K	Buy	+2,100	New	+$121K	0.06%	119

Other funds holding BWXT

ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return

Segra Capital Management Palm Beach, Florida $987M AUM 57.18% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Covea Finance Paris, France $3.07B AUM 27.46% 1-Year Est. Return

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

RIA

RPG Investment Advisory Pleasanton, California $540M AUM 37.68% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Builder Investment Group Atlanta, Georgia $493M AUM 24.13% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

True Wealth Design's BWXT Position: Q3 2026 in Review

True Wealth Design reduced its BWX Technologies (BWXT) stake by 13% in Q3 2026, selling an estimated $64.3K and leaving 2,704 shares worth $370K. The position accounts for 0.09% of the portfolio, ranked #56.

True Wealth Design first reported a position in BWXT in Q4 2022 and has held it in 16 quarters since. The position peaked at $637K in Q1 2026. 136 funds tracked by Wall St. Rank hold BWXT as of Q3 2026.

True Wealth Design held 2,704 shares of BWX Technologies worth $370K as of Q3 2026.
True Wealth Design sold 394 BWX Technologies shares in Q3 2026, an estimated $64.3K.
BWX Technologies made up 0.09% of True Wealth Design's portfolio in Q3 2026, its #56 holding.
True Wealth Design first reported a position in BWX Technologies in Q4 2022 and has held it in 16 quarters since.
True Wealth Design's BWX Technologies position peaked at $637K in Q1 2026.
136 funds tracked by Wall St. Rank held BWX Technologies as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.