AWA
BWA icon

Arkadios Wealth Advisors’s BorgWarner BWA Stock Holding History

Arkadios 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
Q1 		$401K Sell
7,386
-1,846
-20% -$97.3K 0.01% 1215
2025
Q4 		$416K Sell
9,232
-664
-7% -$29.1K 0.01% 1100
2025
Q3 		$435K Sell
9,896
-2,833
-22% -$113K 0.01% 997
2025
Q2 		$426K Sell
12,729
-14,411
-53% -$442K 0.01% 911
2025
Q1 		$778K Buy
27,140
+14,319
+112% +$434K 0.03% 546
2024
Q4 		$408K Buy
12,821
+1,182
+10% +$40.2K 0.02% 629
2024
Q3 		$422K Buy
11,639
+596
+5% +$19.6K 0.02% 598
2024
Q2 		$356K Sell
11,043
-1,626
-13% -$56.3K 0.02% 582
2024
Q1 		$440K Buy
12,669
+2,721
+27% +$89K 0.03% 407
2023
Q4 		$357K Buy
9,948
+4,586
+86% +$164K 0.03% 462
2023
Q3 		$216K Buy
5,362
+362
+7% +$15.3K 0.02% 598
2023
Q2 		$215K Buy
+5,000
New +$206K 0.03% 557
2021
Q4 		– Sell
-544
Closed -$20K – 744
2021
Q3 		$20K Buy
544
+1
+0.2% +$40 ﹤0.01% 1207
2021
Q2 		$23K Buy
543
+226
+71% +$9.95K ﹤0.01% 1215
2021
Q1 		$12K Buy
317
+13
+4% +$507 ﹤0.01% 1121
2020
Q4 		$10K Sell
304
-12
-4% -$407 ﹤0.01% 947
2020
Q3 		$10.8K Buy
316
+310
+5,167% +$10.7K 0.01% 732
2020
Q2 		$181 Sell
6
-12
-67% -$316 ﹤0.01% 932
2020
Q1 		$390 Buy
18
+6
+50% +$173 ﹤0.01% 1025
2019
Q4 		$386 Buy
+12
New +$440 ﹤0.01% 941

Other funds holding BWA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
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
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Arkadios Wealth Advisors's BWA Position: Q1 2026 in Review

Arkadios Wealth Advisors reduced its BorgWarner (BWA) stake by 20% in Q1 2026, selling an estimated $97.3K and leaving 7,386 shares worth $401K. The position accounts for 0.01% of the portfolio, ranked #1215.

Arkadios Wealth Advisors first reported a position in BWA in Q4 2019 and has held it in 20 quarters since. The position peaked at $778K in Q1 2025. 710 funds tracked by Wall St. Rank hold BWA as of Q1 2026.

  • Arkadios Wealth Advisors held 7,386 shares of BorgWarner worth $401K as of Q1 2026.
  • Arkadios Wealth Advisors sold 1,846 BorgWarner shares in Q1 2026, an estimated $97.3K.
  • BorgWarner made up 0.01% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #1215 holding.
  • Arkadios Wealth Advisors first reported a position in BorgWarner in Q4 2019 and has held it in 20 quarters since.
  • Arkadios Wealth Advisors's BorgWarner position peaked at $778K in Q1 2025.
  • 710 funds tracked by Wall St. Rank held BorgWarner as of Q1 2026.

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