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Abound Wealth Management’s BorgWarner BWA Stock Holding History

Abound Wealth Management’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
2025
Q4 		– Sell
-14
Closed -$616 – 1445
2025
Q3 		$616 Hold
14
– – ﹤0.01% 910
2025
Q2 		$469 Hold
14
– – ﹤0.01% 864
2025
Q1 		$402 Buy
+14
New +$425 ﹤0.01% 839
2024
Q2 		– Sell
-12
Closed -$423 – 1192
2024
Q1 		$423 Hold
12
– – ﹤0.01% 957
2023
Q4 		$435 Hold
12
– – ﹤0.01% 984
2023
Q3 		$488 Sell
12
-2
-14% -$85 ﹤0.01% 814
2023
Q2 		$590 Buy
+14
New +$576 ﹤0.01% 800

Other funds holding BWA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Abound Wealth Management's BWA Position: Q4 2025 in Review

Abound Wealth Management sold out of BorgWarner (BWA) in Q4 2025, closing a stake of 14 shares — an estimated $616 sold.

Abound Wealth Management first reported a position in BWA in Q2 2023 and held it in 7 quarters. The position peaked at $616 in Q3 2025. 671 funds tracked by Wall St. Rank hold BWA as of Q4 2025.

  • Abound Wealth Management reported no remaining BorgWarner position as of Q4 2025 after selling out during the quarter.
  • Abound Wealth Management sold 14 BorgWarner shares in Q4 2025, an estimated $616.
  • Abound Wealth Management first reported a position in BorgWarner in Q2 2023 and held it in 7 quarters.
  • Abound Wealth Management's BorgWarner position peaked at $616 in Q3 2025.
  • 671 funds tracked by Wall St. Rank held BorgWarner as of Q4 2025.

Based on Abound Wealth Management's 13F filing for Q4 2025, filed 12 Jan 2026.