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Abacus Planning Group’s BorgWarner BWA Stock Holding History

Abacus Planning Group’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 		$226K Buy
+3,400
New +$215K 0.03% 236

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

Abacus Planning Group's BWA Position: Q2 2026 in Review

Abacus Planning Group opened a new position in BorgWarner (BWA) in Q2 2026: 3,400 shares worth $226K. The stake represents 0.03% of the portfolio and ranks #236 among its holdings.

812 funds tracked by Wall St. Rank hold BWA as of Q2 2026.

  • Abacus Planning Group held 3,400 shares of BorgWarner worth $226K as of Q2 2026.
  • BorgWarner was a new Abacus Planning Group position in Q2 2026.
  • BorgWarner made up 0.03% of Abacus Planning Group's portfolio in Q2 2026, its #236 holding.
  • 812 funds tracked by Wall St. Rank held BorgWarner as of Q2 2026.

Based on Abacus Planning Group's 13F filing for Q2 2026, filed 20 Jul 2026.