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United Capital Financial Advisors’s BWX Technologies BWXT Stock Holding History

United Capital Financial Advisors’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
Q1 		$639K Buy
+3,126
New +$635K ﹤0.01% 950

Other funds holding BWXT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

United Capital Financial Advisors's BWXT Position: Q1 2026 in Review

United Capital Financial Advisors opened a new position in BWX Technologies (BWXT) in Q1 2026: 3,126 shares worth $639K. The stake represents ﹤0.01% of the portfolio and ranks #950 among its holdings.

823 funds tracked by Wall St. Rank hold BWXT as of Q1 2026.

  • United Capital Financial Advisors held 3,126 shares of BWX Technologies worth $639K as of Q1 2026.
  • BWX Technologies was a new United Capital Financial Advisors position in Q1 2026.
  • BWX Technologies made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #950 holding.
  • 823 funds tracked by Wall St. Rank held BWX Technologies as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.