Wealth Enhancement Advisory Services’s BWX Technologies BWXT Stock Holding History

Wealth Enhancement Advisory Services’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	$1.33M	Sell	7,148 -35,379	-83%	-$7.37M	﹤0.01%	1869
2026 Q1	$9.14M	Buy	42,527 +35,159	+477%	+$7.14M	0.02%	628
2025 Q4	$1.44M	Sell	7,368 -354	-5%	-$66.4K	﹤0.01%	1724
2025 Q3	$1.48M	Sell	7,722 -22	-0.3%	-$3.54K	﹤0.01%	1627
2025 Q2	$1.11M	Sell	7,744 -25,319	-77%	-$2.96M	﹤0.01%	1690
2025 Q1	$3.26M	Buy	33,063 +25,615	+344%	+$2.78M	0.01%	1008
2024 Q4	$830K	Buy	7,448 +172	+2%	+$21K	﹤0.01%	1645
2024 Q3	$791K	Buy	7,276 +225	+3%	+$22.3K	﹤0.01%	1536
2024 Q2	$670K	Sell	7,051 -11,188	-61%	-$1.04M	﹤0.01%	1471
2024 Q1	$1.87M	Buy	18,239 +9,344	+105%	+$836K	﹤0.01%	969
2023 Q4	$683K	Sell	8,895 -853	-9%	-$65.6K	﹤0.01%	1335
2023 Q3	$731K	Buy	+9,748	New	+$705K	﹤0.01%	1232
2018 Q1	–	Sell	-14,911	Closed	-$938K	–	148
2017 Q4	$938K	Buy	+14,911	New	+$899K	0.07%	117
2017 Q3	–	Sell	-17,294	Closed	-$850K	–	146
2017 Q2	$850K	Buy	+17,294	New	+$838K	0.08%	116

Other funds holding BWXT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wealth Enhancement Advisory Services's BWXT Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its BWX Technologies (BWXT) stake by 83% in Q2 2026, selling an estimated $7.37M and leaving 7,148 shares worth $1.33M. The position accounts for ﹤0.01% of the portfolio, ranked #1869.

Wealth Enhancement Advisory Services first reported a position in BWXT in Q2 2017 and has held it in 14 quarters since. The position peaked at $9.14M in Q1 2026. 854 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

Wealth Enhancement Advisory Services held 7,148 shares of BWX Technologies worth $1.33M as of Q2 2026.
Wealth Enhancement Advisory Services sold 35,379 BWX Technologies shares in Q2 2026, an estimated $7.37M.
BWX Technologies made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1869 holding.
Wealth Enhancement Advisory Services first reported a position in BWX Technologies in Q2 2017 and has held it in 14 quarters since.
Wealth Enhancement Advisory Services's BWX Technologies position peaked at $9.14M in Q1 2026.
854 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.