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United Financial Planning Group’s BWX Technologies BWXT Stock Holding History

United Financial Planning Group’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 		$8.76K Hold
45
– – ﹤0.01% 271
2026
Q1 		$9.2K Buy
45
+43
+2,150% +$8.73K 0.01% 226
2025
Q4 		$346 Buy
+2
New +$375 ﹤0.01% 427

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 Financial Planning Group's BWXT Position: Q2 2026 in Review

United Financial Planning Group held its BWX Technologies (BWXT) position steady in Q2 2026 at 45 shares worth $8.76K. The position accounts for ﹤0.01% of the portfolio, ranked #271.

United Financial Planning Group first reported a position in BWXT in Q4 2025 and has held it in 3 quarters since. The position peaked at $9.2K in Q1 2026. 855 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • United Financial Planning Group held 45 shares of BWX Technologies worth $8.76K as of Q2 2026.
  • United Financial Planning Group left its BWX Technologies share count unchanged in Q2 2026.
  • BWX Technologies made up ﹤0.01% of United Financial Planning Group's portfolio in Q2 2026, its #271 holding.
  • United Financial Planning Group first reported a position in BWX Technologies in Q4 2025 and has held it in 3 quarters since.
  • United Financial Planning Group's BWX Technologies position peaked at $9.2K in Q1 2026.
  • 855 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.