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
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 $6.73T 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 $3.37T AUM 44.26% 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

Vontobel Holding's BWXT Position: Q2 2026 in Review

Vontobel Holding reduced its BWX Technologies (BWXT) stake by 52% in Q2 2026, selling an estimated $373K and leaving 1,653 shares worth $322K. The position accounts for ﹤0.01% of the portfolio, ranked #1215.

Vontobel Holding first reported a position in BWXT in Q1 2025 and has held it in 6 quarters since. The position peaked at $746K in Q3 2025. 854 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • Vontobel Holding held 1,653 shares of BWX Technologies worth $322K as of Q2 2026.
  • Vontobel Holding sold 1,789 BWX Technologies shares in Q2 2026, an estimated $373K.
  • BWX Technologies made up ﹤0.01% of Vontobel Holding's portfolio in Q2 2026, its #1215 holding.
  • Vontobel Holding first reported a position in BWX Technologies in Q1 2025 and has held it in 6 quarters since.
  • Vontobel Holding's BWX Technologies position peaked at $746K in Q3 2025.
  • 854 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Vontobel Holding's 13F filing for Q2 2026, filed 3 Aug 2026.