WANY
BWXT icon

Wealthspire Advisors (New York)’s BWX Technologies BWXT Stock Holding History

Wealthspire Advisors (New York)’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
Q1 		$408K Buy
1,994
+581
+41% +$118K ﹤0.01% 640
2025
Q4 		$244K Buy
1,413
+694
+97% +$130K ﹤0.01% 889
2025
Q3 		$133K Buy
+719
New +$116K ﹤0.01% 919

Other funds holding BWXT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Wealthspire Advisors (New York)'s BWXT Position: Q1 2026 in Review

Wealthspire Advisors (New York) increased its BWX Technologies (BWXT) stake by 41% in Q1 2026, buying an estimated $118K and bringing the position to 1,994 shares worth $408K. The position accounts for ﹤0.01% of the portfolio, ranked #640.

Wealthspire Advisors (New York) first reported a position in BWXT in Q3 2025 and has held it in 3 quarters since. 825 funds tracked by Wall St. Rank hold BWXT as of Q1 2026.

  • Wealthspire Advisors (New York) held 1,994 shares of BWX Technologies worth $408K as of Q1 2026.
  • Wealthspire Advisors (New York) bought 581 BWX Technologies shares in Q1 2026, an estimated $118K.
  • BWX Technologies made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #640 holding.
  • Wealthspire Advisors (New York) first reported a position in BWX Technologies in Q3 2025 and has held it in 3 quarters since.
  • 825 funds tracked by Wall St. Rank held BWX Technologies as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.