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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Ariadne Wealth Management's BWA Position: Q1 2026 in Review

Ariadne Wealth Management increased its BorgWarner (BWA) stake by 3.8% in Q1 2026, buying an estimated $11.5K and bringing the position to 5,958 shares worth $323K. The position accounts for 0.15% of the portfolio, ranked #157.

Ariadne Wealth Management first reported a position in BWA in Q2 2024 and has held it in 5 quarters since. The position peaked at $382K in Q4 2025. 710 funds tracked by Wall St. Rank hold BWA as of Q1 2026.

Ariadne Wealth Management held 5,958 shares of BorgWarner worth $323K as of Q1 2026.
Ariadne Wealth Management bought 218 BorgWarner shares in Q1 2026, an estimated $11.5K.
BorgWarner made up 0.15% of Ariadne Wealth Management's portfolio in Q1 2026, its #157 holding.
Ariadne Wealth Management first reported a position in BorgWarner in Q2 2024 and has held it in 5 quarters since.
Ariadne Wealth Management's BorgWarner position peaked at $382K in Q4 2025.
710 funds tracked by Wall St. Rank held BorgWarner as of Q1 2026.

Based on Ariadne Wealth Management's 13F filing for Q1 2026, filed 18 May 2026.