Acorn Financial Advisory Services’s BorgWarner BWA Stock Holding History

Acorn Financial Advisory Services’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	$2.31M	Sell	34,827 -2,766	-7%	-$175K	0.31%	44
2026 Q1	$2.04M	Sell	37,593 -426	-1%	-$22.5K	0.28%	42
2025 Q4	$1.71M	Buy	38,019 +752	+2%	+$32.9K	0.25%	44
2025 Q3	$1.64M	Sell	37,267 -1,741	-4%	-$69.6K	0.25%	45
2025 Q2	$1.31M	Sell	39,008 -1,251	-3%	-$38.4K	0.21%	54
2025 Q1	$1.15M	Sell	40,259 -1,400	-3%	-$42.5K	0.21%	59
2024 Q4	$1.32M	Sell	41,659 -1,675	-4%	-$57K	0.22%	51
2024 Q3	$1.57M	Sell	43,334 -819	-2%	-$27K	0.28%	41
2024 Q2	$1.42M	Sell	44,153 -973	-2%	-$33.7K	0.27%	43
2024 Q1	$1.57M	Buy	45,126 +9,569	+27%	+$313K	0.3%	41
2023 Q4	$1.27M	Sell	35,557 -676	-2%	-$24.1K	0.22%	69
2023 Q3	$1.46M	Sell	36,233 -5,742	-14%	-$243K	0.26%	57
2023 Q2	$1.81M	Sell	41,975 -977	-2%	-$40.2K	0.32%	45
2023 Q1	$1.86M	Sell	42,952 -3,076	-7%	-$127K	0.36%	37
2022 Q4	$1.63M	Sell	46,028 -498	-1%	-$16.9K	0.35%	36
2022 Q3	$1.29M	Sell	46,526 -7,385	-14%	-$238K	0.31%	51
2022 Q2	$1.58M	Sell	53,911 -1,180	-2%	-$38.9K	0.38%	42
2022 Q1	$1.89M	Sell	55,091 -2,032	-4%	-$75.9K	0.38%	38
2021 Q4	$2.27M	Buy	57,123 +275	+0.5%	+$11K	0.45%	30
2021 Q3	$2.16M	Buy	56,848 +5,730	+11%	+$228K	0.67%	29
2021 Q2	$2.18M	Buy	51,118 +816	+2%	+$35.9K	0.64%	31
2021 Q1	$2.05M	Buy	50,302 +4,453	+10%	+$174K	0.75%	27
2020 Q4	$1.56M	Buy	45,849 +10,622	+30%	+$360K	0.61%	39
2020 Q3	$1.2M	Buy	35,227 +5,563	+19%	+$191K	0.63%	36
2020 Q2	$922K	Buy	29,664 +117	+0.4%	+$3.08K	0.64%	49
2020 Q1	$634K	Buy	29,547 +502	+2%	+$14.5K	0.63%	51
2019 Q4	$1.11M	Buy	+29,045	New	+$1.06M	0.93%	30

Other funds holding BWA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Acorn Financial Advisory Services's BWA Position: Q2 2026 in Review

Acorn Financial Advisory Services reduced its BorgWarner (BWA) stake by 7.4% in Q2 2026, selling an estimated $175K and leaving 34,827 shares worth $2.31M. The position accounts for 0.31% of the portfolio, ranked #44.

Acorn Financial Advisory Services first reported a position in BWA in Q4 2019 and has held it in 27 quarters since. 817 funds tracked by Wall St. Rank hold BWA as of Q2 2026.

Acorn Financial Advisory Services held 34,827 shares of BorgWarner worth $2.31M as of Q2 2026.
Acorn Financial Advisory Services sold 2,766 BorgWarner shares in Q2 2026, an estimated $175K.
BorgWarner made up 0.31% of Acorn Financial Advisory Services's portfolio in Q2 2026, its #44 holding.
Acorn Financial Advisory Services first reported a position in BorgWarner in Q4 2019 and has held it in 27 quarters since.
817 funds tracked by Wall St. Rank held BorgWarner as of Q2 2026.

Based on Acorn Financial Advisory Services's 13F filing for Q2 2026, filed 20 Jul 2026.