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Wellspring Financial Advisors’s BWX Technologies BWXT Stock Holding History

Wellspring Financial Advisors’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 		– Sell
-1,157
Closed -$237K – 293
2026
Q1 		$237K Buy
+1,157
New +$235K 0.02% 245

Other funds holding BWXT

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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

Wellspring Financial Advisors's BWXT Position: Q2 2026 in Review

Wellspring Financial Advisors sold out of BWX Technologies (BWXT) in Q2 2026, closing a stake of 1,157 shares — an estimated $237K sold.

Wellspring Financial Advisors first reported a position in BWXT in Q1 2026 and held it in 1 quarter. The position peaked at $237K in Q1 2026. 854 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • Wellspring Financial Advisors reported no remaining BWX Technologies position as of Q2 2026 after selling out during the quarter.
  • Wellspring Financial Advisors sold 1,157 BWX Technologies shares in Q2 2026, an estimated $237K.
  • Wellspring Financial Advisors first reported a position in BWX Technologies in Q1 2026 and held it in 1 quarter.
  • Wellspring Financial Advisors's BWX Technologies position peaked at $237K in Q1 2026.
  • 854 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.