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Avion Wealth’s BorgWarner BWA Stock Holding History

Avion 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
Q2 		$4K Hold
75
– – ﹤0.01% 836
2026
Q1 		$4K Buy
75
+10
+15% +$527 ﹤0.01% 695
2025
Q4 		$2K Hold
65
– – ﹤0.01% 844
2025
Q3 		$2K Buy
65
+27
+71% +$1.08K ﹤0.01% 831
2025
Q2 		$1K Buy
+38
New +$1.17K ﹤0.01% 921
2024
Q4 		– Sell
-15
Closed – – 1026
2024
Q3 		$0 Sell
15
-11
-42% -$363 ﹤0.01% 1024
2024
Q2 		$0 Buy
+26
New +$900 ﹤0.01% 934
2023
Q4 		– Sell
-11
Closed – – 1094
2023
Q3 		$0 Sell
11
-1
-8% -$42 ﹤0.01% 832
2023
Q2 		$0 Buy
+12
New +$494 ﹤0.01% 737

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

Avion Wealth's BWA Position: Q2 2026 in Review

Avion Wealth held its BorgWarner (BWA) position steady in Q2 2026 at 75 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #836.

Avion Wealth first reported a position in BWA in Q2 2023 and has held it in 9 quarters since. 811 funds tracked by Wall St. Rank hold BWA as of Q2 2026.

  • Avion Wealth held 75 shares of BorgWarner worth $4K as of Q2 2026.
  • Avion Wealth left its BorgWarner share count unchanged in Q2 2026.
  • BorgWarner made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #836 holding.
  • Avion Wealth first reported a position in BorgWarner in Q2 2023 and has held it in 9 quarters since.
  • 811 funds tracked by Wall St. Rank held BorgWarner as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.