Activest Wealth Management
BWA icon

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
Q3 		$5.53K Hold
92
– – ﹤0.01% 684
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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Activest Wealth Management's BWA Position: Q3 2026 in Review

Activest Wealth Management held its BorgWarner (BWA) position steady in Q3 2026 at 92 shares worth $5.53K. The position accounts for ﹤0.01% of the portfolio, ranked #684.

Activest Wealth Management first reported a position in BWA in Q4 2025 and has held it in 4 quarters since. The position peaked at $10.8K in Q1 2026. 460 funds tracked by Wall St. Rank hold BWA as of Q3 2026.

  • Activest Wealth Management held 92 shares of BorgWarner worth $5.53K as of Q3 2026.
  • Activest Wealth Management left its BorgWarner share count unchanged in Q3 2026.
  • BorgWarner made up ﹤0.01% of Activest Wealth Management's portfolio in Q3 2026, its #684 holding.
  • Activest Wealth Management first reported a position in BorgWarner in Q4 2025 and has held it in 4 quarters since.
  • Activest Wealth Management's BorgWarner position peaked at $10.8K in Q1 2026.
  • 460 funds tracked by Wall St. Rank held BorgWarner as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.