Barnes Dennig Private Wealth Management’s BorgWarner BWA Stock Holding History

Barnes Dennig Private Wealth 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	$5.5M	Sell	82,872 -3,152	-4%	-$200K	4.4%	5
2026 Q1	$4.67M	Sell	86,024 -3,875	-4%	-$204K	4.62%	3
2025 Q4	$4.05M	Sell	89,899 -4,677	-5%	-$205K	4.07%	7
2025 Q3	$4.16M	Sell	94,576 -7,759	-8%	-$310K	4.47%	5
2025 Q2	$3.43M	Buy	102,335 +4,456	+5%	+$137K	4.1%	7
2025 Q1	$2.8M	Buy	+97,879	New	+$2.97M	4.24%	9

Other funds holding BWA

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

Arbor Wealth Advisors Troy, Michigan $164M AUM 27.68% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return

Ardsley Advisory Partners Stamford, Connecticut $921M AUM 207.76% 1-Year Est. Return

Kopion Asset Management Mckinney, Texas $158M AUM 11.93% 1-Year Est. Return

Lipe & Dalton Syracuse, New York $215M AUM 39.53% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM