Bank Julius Baer & Co
BWA icon

Bank Julius Baer & Co’s BorgWarner BWA Stock Holding History

Bank Julius Baer & Co’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 		$9.06M Sell
136,464
-1,536
-1% -$97.3K 0.02% 219
2026
Q1 		$7.49M Sell
138,000
-12,477
-8% -$658K 0.02% 199
2025
Q4 		$6.78M Sell
150,477
-11,398
-7% -$499K 0.02% 212
2025
Q3 		$7.12M Sell
161,875
-7,155
-4% -$286K 0.02% 212
2025
Q2 		$5.66M Buy
169,030
+7,957
+5% +$244K 0.02% 234
2025
Q1 		$4.61M Buy
161,073
+7,526
+5% +$228K 0.02% 251
2024
Q4 		$5.39M Buy
153,547
+13,290
+9% +$452K 0.02% 238
2024
Q3 		$6.03M Buy
140,257
+15,454
+12% +$510K 0.02% 218
2024
Q2 		$4.48M Sell
124,803
-12,732
-9% -$441K 0.02% 191
2024
Q1 		$4.78M Buy
137,535
+24,268
+21% +$794K 0.02% 202
2023
Q4 		$4.06M Sell
113,267
-152,327
-57% -$5.44M 0.02% 215
2023
Q3 		$10.7M Sell
265,594
-30,281
-10% -$1.28M 0.06% 145
2023
Q2 		$12.7M Buy
295,875
+2,593
+0.9% +$107K 0.08% 138
2023
Q1 		$12.7M Buy
293,282
+3,963
+1% +$164K 0.08% 134
2022
Q4 		$10.3M Buy
289,319
+4,873
+2% +$166K 0.07% 146
2022
Q3 		$7.86M Sell
284,446
-38,385
-12% -$1.24M 0.06% 146
2022
Q2 		$9.48M Buy
322,831
+8,427
+3% +$278K 0.07% 141
2022
Q1 		$10.8M Buy
314,404
+40,812
+15% +$1.52M 0.06% 129
2021
Q4 		$10.9M Buy
273,592
+23,758
+10% +$954K 0.06% 151
2021
Q3 		$9.5M Buy
249,834
+38,407
+18% +$1.53M 0.06% 167
2021
Q2 		$9.03M Buy
211,427
+66,856
+46% +$2.94M 0.06% 175
2021
Q1 		$5.9M Buy
144,571
+41,320
+40% +$1.61M 0.04% 195
2020
Q4 		$3.51M Buy
103,251
+27,283
+36% +$925K 0.03% 215
2020
Q3 		$2.59M Buy
75,968
+43,260
+132% +$1.49M 0.03% 199
2020
Q2 		$1.02M Sell
32,708
-51,322
-61% -$1.35M 0.01% 272
2020
Q1 		$1.8M Buy
+84,030
New +$2.43M 0.04% 163

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

Bank Julius Baer & Co's BWA Position: Q2 2026 in Review

Bank Julius Baer & Co reduced its BorgWarner (BWA) stake by 1.1% in Q2 2026, selling an estimated $97.3K and leaving 136,464 shares worth $9.06M. The position accounts for 0.02% of the portfolio, ranked #219.

Bank Julius Baer & Co first reported a position in BWA in Q1 2020 and has held it in 26 quarters since. The position peaked at $12.7M in Q2 2023. 816 funds tracked by Wall St. Rank hold BWA as of Q2 2026.

  • Bank Julius Baer & Co held 136,464 shares of BorgWarner worth $9.06M as of Q2 2026.
  • Bank Julius Baer & Co sold 1,536 BorgWarner shares in Q2 2026, an estimated $97.3K.
  • BorgWarner made up 0.02% of Bank Julius Baer & Co's portfolio in Q2 2026, its #219 holding.
  • Bank Julius Baer & Co first reported a position in BorgWarner in Q1 2020 and has held it in 26 quarters since.
  • Bank Julius Baer & Co's BorgWarner position peaked at $12.7M in Q2 2023.
  • 816 funds tracked by Wall St. Rank held BorgWarner as of Q2 2026.

Based on Bank Julius Baer & Co's 13F filing for Q2 2026, filed 10 Aug 2026.