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 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

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