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Aventail Capital Group’s BorgWarner BWA Stock Holding History

Aventail Capital Group’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 		$9.95M Sell
149,824
-205,580
-58% -$13M 0.57% 66
2026
Q1 		$19.3M Buy
+355,404
New +$18.7M 0.92% 39

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

Aventail Capital Group's BWA Position: Q2 2026 in Review

Aventail Capital Group reduced its BorgWarner (BWA) stake by 58% in Q2 2026, selling an estimated $13M and leaving 149,824 shares worth $9.95M. The position accounts for 0.57% of the portfolio, ranked #66.

Aventail Capital Group first reported a position in BWA in Q1 2026 and has held it in 2 quarters since. The position peaked at $19.3M in Q1 2026. 816 funds tracked by Wall St. Rank hold BWA as of Q2 2026.

  • Aventail Capital Group held 149,824 shares of BorgWarner worth $9.95M as of Q2 2026.
  • Aventail Capital Group sold 205,580 BorgWarner shares in Q2 2026, an estimated $13M.
  • BorgWarner made up 0.57% of Aventail Capital Group's portfolio in Q2 2026, its #66 holding.
  • Aventail Capital Group first reported a position in BorgWarner in Q1 2026 and has held it in 2 quarters since.
  • Aventail Capital Group's BorgWarner position peaked at $19.3M in Q1 2026.
  • 816 funds tracked by Wall St. Rank held BorgWarner as of Q2 2026.

Based on Aventail Capital Group's 13F filing for Q2 2026, filed 14 Aug 2026.