Atlantic Private Wealth’s BorgWarner BWA Stock Holding History

Atlantic Private Wealth’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	–	Sell	-5	Closed	-$226	–	328
2025 Q4	$226	Buy	+5	New	+$219	﹤0.01%	382

Other funds holding BWA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Atlantic Private Wealth's BWA Position: Q1 2026 in Review

Atlantic Private Wealth sold out of BorgWarner (BWA) in Q1 2026, closing a stake of 5 shares — an estimated $226 sold.

Atlantic Private Wealth first reported a position in BWA in Q4 2025 and held it in 1 quarter. The position peaked at $226 in Q4 2025. 715 funds tracked by Wall St. Rank hold BWA as of Q1 2026.

Atlantic Private Wealth reported no remaining BorgWarner position as of Q1 2026 after selling out during the quarter.
Atlantic Private Wealth sold 5 BorgWarner shares in Q1 2026, an estimated $226.
Atlantic Private Wealth first reported a position in BorgWarner in Q4 2025 and held it in 1 quarter.
Atlantic Private Wealth's BorgWarner position peaked at $226 in Q4 2025.
715 funds tracked by Wall St. Rank held BorgWarner as of Q1 2026.

Based on Atlantic Private Wealth's 13F filing for Q1 2026, filed 8 May 2026.