Advisory Alpha’s BorgWarner BWA Stock Holding History

Advisory Alpha’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 Q1	$310K	Buy	5,703 +1,093	+24%	+$57.6K	0.01%	449
2025 Q4	$208K	Buy	+4,610	New	+$202K	0.01%	493
2020 Q4	–	Sell	-438	Closed	-$16K	–	175
2020 Q3	$16K	Buy	+438	New	+$15.1K	﹤0.01%	354
2020 Q1	–	Sell	-92	Closed	-$3.35K	–	730
2019 Q4	$3.35K	Sell	92 -14	-13%	-$513	﹤0.01%	626
2019 Q3	$3.23K	Buy	+106	New	+$3.41K	﹤0.01%	596

Other funds holding BWA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Advisory Alpha's BWA Position: Q1 2026 in Review

Advisory Alpha increased its BorgWarner (BWA) stake by 24% in Q1 2026, buying an estimated $57.6K and bringing the position to 5,703 shares worth $310K. The position accounts for 0.01% of the portfolio, ranked #449.

Advisory Alpha first reported a position in BWA in Q3 2019 and has held it in 5 quarters since. 710 funds tracked by Wall St. Rank hold BWA as of Q1 2026.

Advisory Alpha held 5,703 shares of BorgWarner worth $310K as of Q1 2026.
Advisory Alpha bought 1,093 BorgWarner shares in Q1 2026, an estimated $57.6K.
BorgWarner made up 0.01% of Advisory Alpha's portfolio in Q1 2026, its #449 holding.
Advisory Alpha first reported a position in BorgWarner in Q3 2019 and has held it in 5 quarters since.
710 funds tracked by Wall St. Rank held BorgWarner as of Q1 2026.

Based on Advisory Alpha's 13F filing for Q1 2026, filed 14 May 2026.