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 Q2	$415K	Buy	6,243 +540	+9%	+$34.2K	0.01%	411
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 $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 $3.37T AUM 44.26% 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

Advisory Alpha's BWA Position: Q2 2026 in Review

Advisory Alpha increased its BorgWarner (BWA) stake by 9.5% in Q2 2026, buying an estimated $34.2K and bringing the position to 6,243 shares worth $415K. The position accounts for 0.01% of the portfolio, ranked #411.

Advisory Alpha first reported a position in BWA in Q3 2019 and has held it in 6 quarters since. 816 funds tracked by Wall St. Rank hold BWA as of Q2 2026.

Advisory Alpha held 6,243 shares of BorgWarner worth $415K as of Q2 2026.
Advisory Alpha bought 540 BorgWarner shares in Q2 2026, an estimated $34.2K.
BorgWarner made up 0.01% of Advisory Alpha's portfolio in Q2 2026, its #411 holding.
Advisory Alpha first reported a position in BorgWarner in Q3 2019 and has held it in 6 quarters since.
816 funds tracked by Wall St. Rank held BorgWarner as of Q2 2026.

Based on Advisory Alpha's 13F filing for Q2 2026, filed 11 Aug 2026.