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 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 New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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 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 New York $761B 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