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Planning Strategies Inc.’s BWX Technologies BWXT Stock Holding History

Planning Strategies Inc.’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 		$195 Buy
+1
New +$208 ﹤0.01% 991

Other funds holding BWXT

ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
MPMG
Minneapolis Portfolio Management Group Wayzata, Minnesota $1.06B AUM 63.37% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Planning Strategies Inc.'s BWXT Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in BWX Technologies (BWXT) in Q2 2026: 1 share worth $195. The stake represents ﹤0.01% of the portfolio and ranks #991 among its holdings.

252 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • Planning Strategies Inc. held 1 share of BWX Technologies worth $195 as of Q2 2026.
  • BWX Technologies was a new Planning Strategies Inc. position in Q2 2026.
  • BWX Technologies made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #991 holding.
  • 252 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.