AWM
BWA icon

AE Wealth Management’s BorgWarner BWA Stock Holding History

AE 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 		$4.2M Buy
63,248
+52,619
+495% +$3.33M 0.02% 477
2026
Q1 		$577K Sell
10,629
-353
-3% -$18.6K ﹤0.01% 1040
2025
Q4 		$495K Sell
10,982
-405,623
-97% -$17.8M ﹤0.01% 1057
2025
Q3 		$18.3M Sell
416,605
-5,176
-1% -$207K 0.12% 189
2025
Q2 		$14.1M Buy
421,781
+10,502
+3% +$322K 0.1% 210
2025
Q1 		$11.8M Buy
411,279
+12,062
+3% +$366K 0.1% 217
2024
Q4 		$12.7M Buy
399,217
+21,244
+6% +$723K 0.11% 205
2024
Q3 		$13.7M Buy
377,973
+31,496
+9% +$1.04M 0.12% 178
2024
Q2 		$11.2M Buy
346,477
+30,714
+10% +$1.06M 0.11% 207
2024
Q1 		$11M Buy
315,763
+33,011
+12% +$1.08M 0.12% 204
2023
Q4 		$9.65M Buy
282,752
+52,312
+23% +$1.87M 0.05% 406
2023
Q3 		$9.3M Sell
230,440
-22,621
-9% -$958K 0.06% 400
2023
Q2 		$10.9M Buy
253,061
+123,843
+96% +$5.09M 0.07% 349
2023
Q1 		$5.59M Buy
129,218
+29,256
+29% +$1.21M 0.04% 481
2022
Q4 		$3.54M Buy
99,962
+253
+0.3% +$8.61K 0.03% 563
2022
Q3 		$2.76M Buy
99,709
+8,957
+10% +$289K 0.02% 600
2022
Q2 		$2.67M Sell
90,752
-5,496
-6% -$181K 0.02% 570
2022
Q1 		$3.3M Buy
96,248
+22,495
+31% +$840K 0.02% 560
2021
Q4 		$2.93M Sell
73,753
-3,054
-4% -$123K 0.02% 575
2021
Q3 		$2.92M Sell
76,807
-23,647
-24% -$940K 0.02% 521
2021
Q2 		$4.29M Buy
100,454
+10,390
+12% +$458K 0.04% 413
2021
Q1 		$3.68M Buy
90,064
+7,050
+8% +$275K 0.04% 389
2020
Q4 		$2.82M Buy
83,014
+3,739
+5% +$127K 0.03% 396
2020
Q3 		$2.7M Buy
79,275
+6,190
+8% +$213K 0.04% 354
2020
Q2 		$2.27M Sell
73,085
-6,726
-8% -$177K 0.04% 375
2020
Q1 		$1.71M Buy
79,811
+13,068
+20% +$378K 0.04% 339
2019
Q4 		$2.55M Buy
66,743
+8,521
+15% +$312K 0.06% 290
2019
Q3 		$1.88M Buy
58,222
+4,750
+9% +$153K 0.05% 291
2019
Q2 		$1.98M Buy
+53,472
New +$1.9M 0.06% 243

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

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

AE Wealth Management increased its BorgWarner (BWA) stake by 495% in Q2 2026, buying an estimated $3.33M and bringing the position to 63,248 shares worth $4.2M. The position accounts for 0.02% of the portfolio, ranked #477.

AE Wealth Management first reported a position in BWA in Q2 2019 and has held it in 29 quarters since. The position peaked at $18.3M in Q3 2025. 811 funds tracked by Wall St. Rank hold BWA as of Q2 2026.

  • AE Wealth Management held 63,248 shares of BorgWarner worth $4.2M as of Q2 2026.
  • AE Wealth Management bought 52,619 BorgWarner shares in Q2 2026, an estimated $3.33M.
  • BorgWarner made up 0.02% of AE Wealth Management's portfolio in Q2 2026, its #477 holding.
  • AE Wealth Management first reported a position in BorgWarner in Q2 2019 and has held it in 29 quarters since.
  • AE Wealth Management's BorgWarner position peaked at $18.3M in Q3 2025.
  • 811 funds tracked by Wall St. Rank held BorgWarner as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.