Bartlett & Co Wealth Management’s BorgWarner BWA Stock Holding History

Bartlett & Co 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
2025 Q3	–	Sell	-76	Closed	-$2.54K	–	1216
2025 Q2	$2.54K	Buy	+76	New	+$2.33K	﹤0.01%	1073
2024 Q2	–	Sell	-8	Closed	-$278	–	1144
2024 Q1	$278	Buy	+8	New	+$262	﹤0.01%	1098
2023 Q3	–	Sell	-454	Closed	-$19.6K	–	1181
2023 Q2	$19.6K	Hold	454	–	–	﹤0.01%	827
2023 Q1	$19.6K	Buy	454 +227	+100%	+$9.4K	﹤0.01%	718
2022 Q4	$8.05K	Buy	+227	New	+$7.72K	﹤0.01%	855
2021 Q3	–	Sell	-27	Closed	-$1.17K	–	957
2021 Q2	$1.17K	Sell	27 -227	-89%	-$10K	﹤0.01%	930
2021 Q1	$10.4K	Buy	254 +227	+841%	+$8.85K	﹤0.01%	724
2020 Q4	$927	Buy	+27	New	+$915	﹤0.01%	1058
2019 Q1	–	Sell	-227	Closed	-$6.95K	–	739
2018 Q4	$6.95K	Buy	+227	New	+$7.61K	﹤0.01%	606

Other funds holding BWA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

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

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

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

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Bartlett & Co Wealth Management's BWA Position: Q3 2025 in Review

Bartlett & Co Wealth Management sold out of BorgWarner (BWA) in Q3 2025, closing a stake of 76 shares — an estimated $2.54K sold.

Bartlett & Co Wealth Management first reported a position in BWA in Q4 2018 and held it in 9 quarters. The position peaked at $19.6K in Q1 2023. 641 funds tracked by Wall St. Rank hold BWA as of Q3 2025.

Bartlett & Co Wealth Management reported no remaining BorgWarner position as of Q3 2025 after selling out during the quarter.
Bartlett & Co Wealth Management sold 76 BorgWarner shares in Q3 2025, an estimated $2.54K.
Bartlett & Co Wealth Management first reported a position in BorgWarner in Q4 2018 and held it in 9 quarters.
Bartlett & Co Wealth Management's BorgWarner position peaked at $19.6K in Q1 2023.
641 funds tracked by Wall St. Rank held BorgWarner as of Q3 2025.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2025, filed 9 Oct 2025.