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Bell Investment Advisors’s BorgWarner BWA Stock Holding History

Bell Investment 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
Q2 		$11K Buy
165
+9
+6% +$570 ﹤0.01% 679
2026
Q1 		$8.46K Hold
156
– – ﹤0.01% 748
2025
Q4 		$7.03K Hold
156
– – ﹤0.01% 840
2025
Q3 		$6.86K Sell
156
-65
-29% -$2.6K ﹤0.01% 782
2025
Q2 		$7.4K Buy
221
+63
+40% +$1.93K ﹤0.01% 799
2025
Q1 		$4.53K Sell
158
-12
-7% -$364 ﹤0.01% 962
2024
Q4 		$5.41K Buy
170
+46
+37% +$1.57K ﹤0.01% 893
2024
Q3 		$4.5K Sell
124
-88
-42% -$2.9K ﹤0.01% 986
2024
Q2 		$6.83K Sell
212
-14
-6% -$485 ﹤0.01% 770
2024
Q1 		$7.85K Buy
226
+10
+5% +$327 ﹤0.01% 688
2023
Q4 		$7.74K Sell
216
-69
-24% -$2.46K ﹤0.01% 656
2023
Q3 		$11.5K Buy
285
+10
+4% +$424 ﹤0.01% 456
2023
Q2 		$11.8K Buy
275
+59
+27% +$2.43K ﹤0.01% 455
2023
Q1 		$9.33K Sell
216
-4
-2% -$166 ﹤0.01% 510
2022
Q4 		$7.81K Buy
220
+129
+142% +$4.39K ﹤0.01% 582
2022
Q3 		$3K Sell
91
-10
-10% -$323 ﹤0.01% 883
2022
Q2 		$3K Buy
+101
New +$3.33K ﹤0.01% 902
2021
Q4 		$3K Hold
66
– – ﹤0.01% 953
2021
Q3 		$3K Buy
+66
New +$2.63K ﹤0.01% 886

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 $3.38T AUM 44.17% 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

Bell Investment Advisors's BWA Position: Q2 2026 in Review

Bell Investment Advisors increased its BorgWarner (BWA) stake by 5.8% in Q2 2026, buying an estimated $570 and bringing the position to 165 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #679.

Bell Investment Advisors first reported a position in BWA in Q3 2021 and has held it in 19 quarters since. The position peaked at $11.8K in Q2 2023. 817 funds tracked by Wall St. Rank hold BWA as of Q2 2026.

  • Bell Investment Advisors held 165 shares of BorgWarner worth $11K as of Q2 2026.
  • Bell Investment Advisors bought 9 BorgWarner shares in Q2 2026, an estimated $570.
  • BorgWarner made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #679 holding.
  • Bell Investment Advisors first reported a position in BorgWarner in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's BorgWarner position peaked at $11.8K in Q2 2023.
  • 817 funds tracked by Wall St. Rank held BorgWarner as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.