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

Wealth Enhancement Trust 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 		$6.62K Sell
34
-5
-13% -$1.04K ﹤0.01% 798
2026
Q1 		$7.97K Buy
39
+32
+457% +$6.5K ﹤0.01% 602
2025
Q4 		$1.21K Buy
+7
New +$1.31K ﹤0.01% 669

Other funds holding BWXT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VCM
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
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
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Wealth Enhancement Trust Services reduced its BWX Technologies (BWXT) stake by 13% in Q2 2026, selling an estimated $1.04K and leaving 34 shares worth $6.62K. The position accounts for ﹤0.01% of the portfolio, ranked #798.

Wealth Enhancement Trust Services first reported a position in BWXT in Q4 2025 and has held it in 3 quarters since. The position peaked at $7.97K in Q1 2026. 668 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • Wealth Enhancement Trust Services held 34 shares of BWX Technologies worth $6.62K as of Q2 2026.
  • Wealth Enhancement Trust Services sold 5 BWX Technologies shares in Q2 2026, an estimated $1.04K.
  • BWX Technologies made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #798 holding.
  • Wealth Enhancement Trust Services first reported a position in BWX Technologies in Q4 2025 and has held it in 3 quarters since.
  • Wealth Enhancement Trust Services's BWX Technologies position peaked at $7.97K in Q1 2026.
  • 668 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

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