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Annis Gardner Whiting Capital Advisors’s BorgWarner BWA Stock Holding History

Annis Gardner Whiting Capital Advisors’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 		– Sell
-102
Closed -$5.54K – 467
2026
Q1 		$5.54K Sell
102
-136
-57% -$7.17K ﹤0.01% 941
2025
Q4 		$10.7K Buy
238
+15
+7% +$657 ﹤0.01% 768
2025
Q3 		$9.8K Hold
223
– – ﹤0.01% 711
2025
Q2 		$7.47K Buy
+223
New +$6.84K ﹤0.01% 788
2023
Q4 		– Sell
-117
Closed -$4.72K – 699
2023
Q3 		$4.72K Buy
+117
New +$4.96K ﹤0.01% 536

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 $3.38T AUM 44.17% 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

Annis Gardner Whiting Capital Advisors's BWA Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of BorgWarner (BWA) in Q2 2026, closing a stake of 102 shares — an estimated $5.54K sold.

Annis Gardner Whiting Capital Advisors first reported a position in BWA in Q3 2023 and held it in 5 quarters. The position peaked at $10.7K in Q4 2025. 817 funds tracked by Wall St. Rank hold BWA as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors reported no remaining BorgWarner position as of Q2 2026 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 102 BorgWarner shares in Q2 2026, an estimated $5.54K.
  • Annis Gardner Whiting Capital Advisors first reported a position in BorgWarner in Q3 2023 and held it in 5 quarters.
  • Annis Gardner Whiting Capital Advisors's BorgWarner position peaked at $10.7K in Q4 2025.
  • 817 funds tracked by Wall St. Rank held BorgWarner as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.