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180 Wealth Advisors’s BorgWarner BWA Stock Holding History

180 Wealth Advisors’s Portfolio BWA Stock Details BWA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$247K Hold
3,726
– – 0.02% 419
2026
Q1 		$202K Buy
+3,726
New +$196K 0.02% 445
2025
Q1 		– Sell
-6,493
Closed -$206K – 419
2024
Q4 		$206K Sell
6,493
-1,666
-20% -$56.7K 0.03% 390
2024
Q3 		$296K Sell
8,159
-2,730
-25% -$90K 0.05% 333
2024
Q2 		$361K Sell
10,889
-2,096
-16% -$72.6K 0.06% 280
2024
Q1 		$451K Sell
12,985
-1,669
-11% -$54.6K 0.08% 221
2023
Q4 		$527K Sell
14,654
-3,842
-21% -$137K 0.11% 194
2023
Q3 		$747K Buy
18,496
+13,626
+280% +$577K 0.17% 126
2023
Q2 		$214K Buy
+4,870
New +$200K 0.05% 319
2022
Q4 		– Sell
-13,274
Closed -$367K – 368
2022
Q3 		$367K Sell
13,274
-486
-4% -$15.7K 0.1% 195
2022
Q2 		$413K Buy
13,760
+554
+4% +$18.2K 0.11% 182
2022
Q1 		$447K Sell
13,206
-1,697
-11% -$63.4K 0.1% 196
2021
Q4 		$576K Buy
14,903
+5,040
+51% +$202K 0.13% 156
2021
Q3 		$408K Buy
9,863
+961
+11% +$38.2K 0.09% 219
2021
Q2 		$359K Buy
8,902
+2,277
+34% +$100K 0.08% 232
2021
Q1 		$295K Buy
+6,625
New +$258K 0.07% 253

Other funds holding BWA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

180 Wealth Advisors's BWA Position: Q2 2026 in Review

180 Wealth Advisors held its BorgWarner (BWA) position steady in Q2 2026 at 3,726 shares worth $247K. The position accounts for 0.02% of the portfolio, ranked #419.

180 Wealth Advisors first reported a position in BWA in Q1 2021 and has held it in 16 quarters since. The position peaked at $747K in Q3 2023. 812 funds tracked by Wall St. Rank hold BWA as of Q2 2026.

  • 180 Wealth Advisors held 3,726 shares of BorgWarner worth $247K as of Q2 2026.
  • 180 Wealth Advisors left its BorgWarner share count unchanged in Q2 2026.
  • BorgWarner made up 0.02% of 180 Wealth Advisors's portfolio in Q2 2026, its #419 holding.
  • 180 Wealth Advisors first reported a position in BorgWarner in Q1 2021 and has held it in 16 quarters since.
  • 180 Wealth Advisors's BorgWarner position peaked at $747K in Q3 2023.
  • 812 funds tracked by Wall St. Rank held BorgWarner as of Q2 2026.

Based on 180 Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.