Vontobel Holding
BWXT icon

Vontobel Holding’s BWX Technologies BWXT Stock Holding History

Vontobel Holding’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 		– Sell
-1,653
Closed -$322K – 1507
2026
Q2 		$322K Sell
1,653
-1,789
-52% -$373K ﹤0.01% 1215
2026
Q1 		$704K Sell
3,442
-553
-14% -$112K ﹤0.01% 736
2025
Q4 		$690K Sell
3,995
-50
-1% -$9.38K ﹤0.01% 880
2025
Q3 		$746K Buy
4,045
+518
+15% +$83.3K ﹤0.01% 817
2025
Q2 		$508K Sell
3,527
-359
-9% -$41.9K ﹤0.01% 893
2025
Q1 		$383K Buy
+3,886
New +$422K ﹤0.01% 859

Other funds holding BWXT

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $165B AUM 72.14% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.6B AUM 22.09% 1-Year Est. Return

Vontobel Holding's BWXT Position: Q3 2026 in Review

Vontobel Holding sold out of BWX Technologies (BWXT) in Q3 2026, closing a stake of 1,653 shares — an estimated $322K sold.

Vontobel Holding first reported a position in BWXT in Q1 2025 and held it in 6 quarters. The position peaked at $746K in Q3 2025. 621 funds tracked by Wall St. Rank hold BWXT as of Q3 2026.

  • Vontobel Holding reported no remaining BWX Technologies position as of Q3 2026 after selling out during the quarter.
  • Vontobel Holding sold 1,653 BWX Technologies shares in Q3 2026, an estimated $322K.
  • Vontobel Holding first reported a position in BWX Technologies in Q1 2025 and held it in 6 quarters.
  • Vontobel Holding's BWX Technologies position peaked at $746K in Q3 2025.
  • 621 funds tracked by Wall St. Rank held BWX Technologies as of Q3 2026.

Based on Vontobel Holding's 13F filing for Q3 2026, filed 16 Oct 2026.