Wealthcare Advisory Partners’s BWX Technologies BWXT Stock Holding History

Wealthcare Advisory Partners’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	$202K	Sell	1,040 -9	-0.9%	-$1.87K	﹤0.01%	1037
2026 Q1	$215K	Buy	+1,049	New	+$213K	﹤0.01%	999

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

Wealthcare Advisory Partners's BWXT Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its BWX Technologies (BWXT) stake by 0.86% in Q2 2026, selling an estimated $1.87K and leaving 1,040 shares worth $202K. The position accounts for ﹤0.01% of the portfolio, ranked #1037.

Wealthcare Advisory Partners first reported a position in BWXT in Q1 2026 and has held it in 2 quarters since. The position peaked at $215K in Q1 2026. 854 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

Wealthcare Advisory Partners held 1,040 shares of BWX Technologies worth $202K as of Q2 2026.
Wealthcare Advisory Partners sold 9 BWX Technologies shares in Q2 2026, an estimated $1.87K.
BWX Technologies made up ﹤0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #1037 holding.
Wealthcare Advisory Partners first reported a position in BWX Technologies in Q1 2026 and has held it in 2 quarters since.
Wealthcare Advisory Partners's BWX Technologies position peaked at $215K in Q1 2026.
854 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.