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Activest Wealth Management’s BorgWarner BWA Stock Holding History

Activest 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
2026
Q2 		$6.11K Sell
92
-107
-54% -$6.78K ﹤0.01% 681
2026
Q1 		$10.8K Buy
199
+108
+119% +$5.69K ﹤0.01% 666
2025
Q4 		$4.1K Buy
+91
New +$3.99K ﹤0.01% 797

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

Activest Wealth Management's BWA Position: Q2 2026 in Review

Activest Wealth Management reduced its BorgWarner (BWA) stake by 54% in Q2 2026, selling an estimated $6.78K and leaving 92 shares worth $6.11K. The position accounts for ﹤0.01% of the portfolio, ranked #681.

Activest Wealth Management first reported a position in BWA in Q4 2025 and has held it in 3 quarters since. The position peaked at $10.8K in Q1 2026. 817 funds tracked by Wall St. Rank hold BWA as of Q2 2026.

  • Activest Wealth Management held 92 shares of BorgWarner worth $6.11K as of Q2 2026.
  • Activest Wealth Management sold 107 BorgWarner shares in Q2 2026, an estimated $6.78K.
  • BorgWarner made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #681 holding.
  • Activest Wealth Management first reported a position in BorgWarner in Q4 2025 and has held it in 3 quarters since.
  • Activest Wealth Management's BorgWarner position peaked at $10.8K in Q1 2026.
  • 817 funds tracked by Wall St. Rank held BorgWarner as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.