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Ariadne Wealth Management’s BorgWarner BWA Stock Holding History

Ariadne 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 		$396K Buy
5,971
+13
+0.2% +$823 0.18% 137
2026
Q1 		$323K Buy
5,958
+218
+4% +$11.5K 0.15% 157
2025
Q4 		$382K Sell
5,740
-656
-10% -$28.7K 0.16% 138
2025
Q3 		$290K Buy
6,396
+27
+0.4% +$1.08K 0.13% 175
2025
Q2 		$265K Buy
+6,369
New +$195K 0.13% 168
2024
Q3 		– Sell
-4,700
Closed -$219K – 227
2024
Q2 		$219K Buy
+4,700
New +$163K 0.17% 130

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

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

Ariadne Wealth Management increased its BorgWarner (BWA) stake by 0.22% in Q2 2026, buying an estimated $823 and bringing the position to 5,971 shares worth $396K. The position accounts for 0.18% of the portfolio, ranked #137.

Ariadne Wealth Management first reported a position in BWA in Q2 2024 and has held it in 6 quarters since. 816 funds tracked by Wall St. Rank hold BWA as of Q2 2026.

  • Ariadne Wealth Management held 5,971 shares of BorgWarner worth $396K as of Q2 2026.
  • Ariadne Wealth Management bought 13 BorgWarner shares in Q2 2026, an estimated $823.
  • BorgWarner made up 0.18% of Ariadne Wealth Management's portfolio in Q2 2026, its #137 holding.
  • Ariadne Wealth Management first reported a position in BorgWarner in Q2 2024 and has held it in 6 quarters since.
  • 816 funds tracked by Wall St. Rank held BorgWarner as of Q2 2026.

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