Position in BWXT
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$240,587
-$12,162 QoQ
Shares Held
1,236
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.07%
of 13F equity value
Holder Rank
#609
of 841 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BWXT Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026MONEYWISE, INC. holds $240,587 across 1 Aerospace & Defense name. BWXT ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BWXT |
BWX Technologies, Inc.
This page
|
1,236 | $240,587 |
All Filings in BWXT
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $240,587 | 1,236 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $252,749 | 1,236 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $213,630 | 1,236 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $411,145 | 2,230 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $372,539 | 2,586 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $255,108 | 2,586 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $288,054 | 2,586 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $281,098 | 2,586 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $245,670 | 2,586 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $269,069 | 2,622 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $201,186 | 2,622 | Shares | Sole | 2024-01-29 | |
| No filing history on record for this holder in this stock. | ||||||