UNITED CAPITAL FINANCIAL ADVISORS, LLC
Position in BWXT — BWX Technologies, Inc.
CIK 1463217
IRVING, TX
Position in BWXT
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$614,899
-$24,336 QoQ
Shares Held
3,159
+1.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#463
of 841 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BWXT Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $170,741,421 across 22 Aerospace & Defense names. BWXT ranks #17 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
208,766 | $39,609,173 | |
| 2 | GE |
General Electric Co
|
93,374 | $34,896,665 | |
| 3 | GD |
General Dynamics Corp
|
86,894 | $30,781,330 | |
| 4 | HONA |
Honeywell Aerospace Inc.
|
86,000 | $19,012,880 | |
| 5 | BA |
Boeing Co
|
50,907 | $11,019,838 | |
| 6 | HEI |
Heico Corp
|
16,917 | $5,911,071 | |
| 7 | LMT |
Lockheed Martin Corp
|
9,222 | $4,698,240 | |
| 8 | HWM |
Howmet Aerospace Inc.
|
16,270 | $4,374,352 |
All Filings in BWXT
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $614,899 | 3,159 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $639,235 | 3,126 | Shares | Defined | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||