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Beacon Pointe Advisors’s BorgWarner BWA Stock Holding History

Beacon Pointe Advisors’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
Q1 		$425K Buy
7,840
+1,396
+22% +$73.6K ﹤0.01% 1368
2025
Q4 		$290K Buy
6,444
+1,333
+26% +$58.4K ﹤0.01% 1276
2025
Q3 		$225K Buy
+5,111
New +$204K ﹤0.01% 1278
2024
Q4 		– Sell
-5,985
Closed -$217K – 1214
2024
Q3 		$217K Sell
5,985
-641
-10% -$21.1K ﹤0.01% 1136
2024
Q2 		$214K Sell
6,626
-9
-0.1% -$312 ﹤0.01% 1174
2024
Q1 		$230K Buy
6,635
+3
+0% +$98 ﹤0.01% 1209
2023
Q4 		$238K Sell
6,632
-501
-7% -$17.9K ﹤0.01% 1154
2023
Q3 		$288K Buy
+7,133
New +$302K ﹤0.01% 1083
2023
Q2 		– Sell
-7,285
Closed -$315K – 1091
2023
Q1 		$315K Buy
+7,285
New +$302K 0.01% 918

Other funds holding BWA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Beacon Pointe Advisors's BWA Position: Q1 2026 in Review

Beacon Pointe Advisors increased its BorgWarner (BWA) stake by 22% in Q1 2026, buying an estimated $73.6K and bringing the position to 7,840 shares worth $425K. The position accounts for ﹤0.01% of the portfolio, ranked #1368.

Beacon Pointe Advisors first reported a position in BWA in Q1 2023 and has held it in 9 quarters since. 710 funds tracked by Wall St. Rank hold BWA as of Q1 2026.

  • Beacon Pointe Advisors held 7,840 shares of BorgWarner worth $425K as of Q1 2026.
  • Beacon Pointe Advisors bought 1,396 BorgWarner shares in Q1 2026, an estimated $73.6K.
  • BorgWarner made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #1368 holding.
  • Beacon Pointe Advisors first reported a position in BorgWarner in Q1 2023 and has held it in 9 quarters since.
  • 710 funds tracked by Wall St. Rank held BorgWarner as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.