AWA
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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

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

Arbor Wealth Advisors's BWA Position: Q2 2026 in Review

Arbor Wealth Advisors held its BorgWarner (BWA) position steady in Q2 2026 at 108,718 shares worth $7.22M. The position accounts for 4.41% of the portfolio, ranked #6.

Arbor Wealth Advisors first reported a position in BWA in Q4 2023 and has held it in 11 quarters since. 816 funds tracked by Wall St. Rank hold BWA as of Q2 2026.

  • Arbor Wealth Advisors held 108,718 shares of BorgWarner worth $7.22M as of Q2 2026.
  • Arbor Wealth Advisors left its BorgWarner share count unchanged in Q2 2026.
  • BorgWarner made up 4.41% of Arbor Wealth Advisors's portfolio in Q2 2026, its #6 holding.
  • Arbor Wealth Advisors first reported a position in BorgWarner in Q4 2023 and has held it in 11 quarters since.
  • 816 funds tracked by Wall St. Rank held BorgWarner as of Q2 2026.

Based on Arbor Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.