Baron Wealth Management’s BorgWarner BWA Stock Holding History

Baron 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	$1.79M	Buy	26,894 +287	+1%	+$18.2K	0.46%	24
2026 Q1	$1.44M	Buy	26,607 +759	+3%	+$40K	0.43%	27
2025 Q4	$1.16M	Buy	25,848 +2,737	+12%	+$120K	0.36%	34
2025 Q3	$1.02M	Buy	23,111 +1,358	+6%	+$54.3K	0.34%	34
2025 Q2	$728K	Buy	21,753 +511	+2%	+$15.7K	0.26%	53
2025 Q1	$609K	Buy	21,242 +1,267	+6%	+$38.4K	0.27%	56
2024 Q4	$635K	Buy	19,975 +153	+0.8%	+$5.21K	0.3%	51
2024 Q3	$719K	Buy	19,822 +222	+1%	+$7.32K	0.35%	42
2024 Q2	$632K	Hold	19,600	–	–	0.33%	42
2024 Q1	$681K	Hold	19,600	–	–	0.36%	42
2023 Q4	$703K	Hold	19,600	–	–	0.38%	36
2023 Q3	$791K	Sell	19,600 -2,666	-12%	-$113K	0.51%	25
2023 Q2	$959K	Hold	22,266	–	–	0.61%	20
2023 Q1	$963K	Hold	22,266	–	–	0.68%	20
2022 Q4	$789K	Buy	+22,266	New	+$757K	0.6%	21

Other funds holding BWA

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

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

WCM

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

AWA

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

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

BDPWM

Barnes Dennig Private Wealth Management Cincinnati, Ohio $125M AUM 74.2% 1-Year Est. Return

AAP

Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return

Baron Wealth Management's BWA Position: Q2 2026 in Review

Baron Wealth Management increased its BorgWarner (BWA) stake by 1.1% in Q2 2026, buying an estimated $18.2K and bringing the position to 26,894 shares worth $1.79M. The position accounts for 0.46% of the portfolio, ranked #24.

Baron Wealth Management first reported a position in BWA in Q4 2022 and has held it in 15 quarters since. 91 funds tracked by Wall St. Rank hold BWA as of Q2 2026.

Baron Wealth Management held 26,894 shares of BorgWarner worth $1.79M as of Q2 2026.
Baron Wealth Management bought 287 BorgWarner shares in Q2 2026, an estimated $18.2K.
BorgWarner made up 0.46% of Baron Wealth Management's portfolio in Q2 2026, its #24 holding.
Baron Wealth Management first reported a position in BorgWarner in Q4 2022 and has held it in 15 quarters since.
91 funds tracked by Wall St. Rank held BorgWarner as of Q2 2026.

Based on Baron Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.