Baker Avenue Asset Management’s BorgWarner BWA Stock Holding History

Baker Avenue Asset 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 Q2	$405K	Buy	6,097 +125	+2%	+$7.92K	0.01%	577
2026 Q1	$324K	Buy	5,972 +617	+12%	+$32.5K	0.01%	587
2025 Q4	$241K	Sell	5,355 -31	-0.6%	-$1.36K	0.01%	566
2025 Q3	$237K	Buy	+5,386	New	+$215K	0.01%	539
2023 Q4	–	Sell	-331	Closed	-$13.4K	–	528
2023 Q3	$13.4K	Sell	331 -259	-44%	-$11K	﹤0.01%	720
2023 Q2	$25.4K	Sell	590 -9,108	-94%	-$375K	﹤0.01%	610
2023 Q1	$419K	Sell	9,698 -2,262	-19%	-$93.7K	0.02%	277
2022 Q4	$424K	Buy	+11,960	New	+$407K	0.03%	264

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

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

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Baker Avenue Asset Management's BWA Position: Q2 2026 in Review

Baker Avenue Asset Management increased its BorgWarner (BWA) stake by 2.1% in Q2 2026, buying an estimated $7.92K and bringing the position to 6,097 shares worth $405K. The position accounts for 0.01% of the portfolio, ranked #577.

Baker Avenue Asset Management first reported a position in BWA in Q4 2022 and has held it in 8 quarters since. The position peaked at $424K in Q4 2022. 812 funds tracked by Wall St. Rank hold BWA as of Q2 2026.

Baker Avenue Asset Management held 6,097 shares of BorgWarner worth $405K as of Q2 2026.
Baker Avenue Asset Management bought 125 BorgWarner shares in Q2 2026, an estimated $7.92K.
BorgWarner made up 0.01% of Baker Avenue Asset Management's portfolio in Q2 2026, its #577 holding.
Baker Avenue Asset Management first reported a position in BorgWarner in Q4 2022 and has held it in 8 quarters since.
Baker Avenue Asset Management's BorgWarner position peaked at $424K in Q4 2022.
812 funds tracked by Wall St. Rank held BorgWarner as of Q2 2026.

Based on Baker Avenue Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.