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Bay Harbor Wealth Management’s BorgWarner BWA Stock Holding History

Bay Harbor 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 		$3.72K Buy
56
+9
+19% +$570 ﹤0.01% 487
2026
Q1 		$2.55K Buy
47
+24
+104% +$1.26K ﹤0.01% 504
2025
Q4 		$1.04K Buy
23
+5
+28% +$219 ﹤0.01% 632
2025
Q3 		$791 Buy
18
+7
+64% +$280 ﹤0.01% 590
2025
Q2 		$368 Buy
11
+3
+38% +$92 ﹤0.01% 737
2025
Q1 		$229 Buy
+8
New +$243 ﹤0.01% 623
2024
Q1 		– Sell
-54
Closed -$1.94K – 173
2023
Q4 		$1.94K Hold
54
– – ﹤0.01% 152
2023
Q3 		$2.18K Sell
54
-1,852
-97% -$78.5K ﹤0.01% 137
2023
Q2 		$82.1K Buy
1,906
+108
+6% +$4.44K 0.03% 62
2023
Q1 		$77.7K Buy
+1,798
New +$74.5K 0.03% 69
2021
Q3 		– Sell
-1,573
Closed -$67K – 212
2021
Q2 		$67K Sell
1,573
-4
-0.3% -$176 0.03% 113
2021
Q1 		$64K Buy
1,577
+262
+20% +$10.2K 0.03% 118
2020
Q4 		$45K Buy
1,315
+164
+14% +$5.56K 0.02% 168
2020
Q3 		$39K Buy
1,151
+669
+139% +$23K 0.02% 174
2020
Q2 		$15K Buy
+482
New +$12.7K 0.01% 207

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

Bay Harbor Wealth Management's BWA Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its BorgWarner (BWA) stake by 19% in Q2 2026, buying an estimated $570 and bringing the position to 56 shares worth $3.72K. The position accounts for ﹤0.01% of the portfolio, ranked #487.

Bay Harbor Wealth Management first reported a position in BWA in Q2 2020 and has held it in 15 quarters since. The position peaked at $82.1K in Q2 2023. 816 funds tracked by Wall St. Rank hold BWA as of Q2 2026.

  • Bay Harbor Wealth Management held 56 shares of BorgWarner worth $3.72K as of Q2 2026.
  • Bay Harbor Wealth Management bought 9 BorgWarner shares in Q2 2026, an estimated $570.
  • BorgWarner made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #487 holding.
  • Bay Harbor Wealth Management first reported a position in BorgWarner in Q2 2020 and has held it in 15 quarters since.
  • Bay Harbor Wealth Management's BorgWarner position peaked at $82.1K in Q2 2023.
  • 816 funds tracked by Wall St. Rank held BorgWarner as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.