American Capital Advisory’s BorgWarner BWA Stock Holding History

American Capital Advisory’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	$133	Hold	2	–	–	﹤0.01%	1109
2026 Q1	$109	Hold	2	–	–	﹤0.01%	1086
2025 Q4	$91	Buy	+2	New	+$88	﹤0.01%	1010
2025 Q2	–	Sell	-1	Closed	-$29	–	881
2025 Q1	$29	Buy	+1	New	+$30	﹤0.01%	796

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

American Capital Advisory's BWA Position: Q2 2026 in Review

American Capital Advisory held its BorgWarner (BWA) position steady in Q2 2026 at 2 shares worth $133. The position accounts for ﹤0.01% of the portfolio, ranked #1109.

American Capital Advisory first reported a position in BWA in Q1 2025 and has held it in 4 quarters since. 816 funds tracked by Wall St. Rank hold BWA as of Q2 2026.

American Capital Advisory held 2 shares of BorgWarner worth $133 as of Q2 2026.
American Capital Advisory left its BorgWarner share count unchanged in Q2 2026.
BorgWarner made up ﹤0.01% of American Capital Advisory's portfolio in Q2 2026, its #1109 holding.
American Capital Advisory first reported a position in BorgWarner in Q1 2025 and has held it in 4 quarters since.
816 funds tracked by Wall St. Rank held BorgWarner as of Q2 2026.

Based on American Capital Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.