Arbor Wealth Advisors’s BorgWarner BWA Stock Holding History

Arbor Wealth 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	$7.22M	Hold	108,718	–	–	4.41%	6
2026 Q1	$5.9M	Hold	108,718	–	–	4.14%	6
2025 Q4	$4.9M	Hold	108,718	–	–	3.49%	6
2025 Q3	$4.78M	Hold	108,718	–	–	3.57%	6
2025 Q2	$3.64M	Buy	108,718 +111	+0.1%	+$3.4K	2.95%	7
2025 Q1	$3.11M	Buy	108,607 +1,196	+1%	+$36.3K	2.78%	7
2024 Q4	$3.41M	Sell	107,411 -500	-0.5%	-$17K	3.04%	7
2024 Q3	$3.92M	Hold	107,911	–	–	3.53%	7
2024 Q2	$3.48M	Hold	107,911	–	–	3.43%	7
2024 Q1	$3.75M	Hold	107,911	–	–	3.54%	6
2023 Q4	$3.87M	Buy	+107,911	New	+$3.85M	3.98%	5

Other funds holding BWA

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return

Barnes Dennig Private Wealth Management Cincinnati, Ohio $125M AUM 74.2% 1-Year Est. Return

Ardsley Advisory Partners Stamford, Connecticut $921M AUM 207.76% 1-Year Est. Return

Kopion Asset Management Mckinney, Texas $158M AUM 11.93% 1-Year Est. Return

Lipe & Dalton Syracuse, New York $215M AUM 39.53% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return