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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
Q2 		$615K Buy
3,159
+33
+1% +$6.87K ﹤0.01% 1013
2026
Q1 		$639K Buy
+3,126
New +$635K ﹤0.01% 950

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 $3.38T AUM 44.17% 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

United Capital Financial Advisors's BWXT Position: Q2 2026 in Review

United Capital Financial Advisors increased its BWX Technologies (BWXT) stake by 1.1% in Q2 2026, buying an estimated $6.87K and bringing the position to 3,159 shares worth $615K. The position accounts for ﹤0.01% of the portfolio, ranked #1013.

United Capital Financial Advisors first reported a position in BWXT in Q1 2026 and has held it in 2 quarters since. The position peaked at $639K in Q1 2026. 855 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • United Capital Financial Advisors held 3,159 shares of BWX Technologies worth $615K as of Q2 2026.
  • United Capital Financial Advisors bought 33 BWX Technologies shares in Q2 2026, an estimated $6.87K.
  • BWX Technologies made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1013 holding.
  • United Capital Financial Advisors first reported a position in BWX Technologies in Q1 2026 and has held it in 2 quarters since.
  • United Capital Financial Advisors's BWX Technologies position peaked at $639K in Q1 2026.
  • 855 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.