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Belpointe Asset Management’s BorgWarner BWA Stock Holding History

Belpointe Asset 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 		$200K Buy
+3,013
New +$191K 0.01% 1075
2024
Q4 		– Sell
-9,912
Closed -$360K – 870
2024
Q3 		$360K Buy
+9,912
New +$327K 0.02% 602
2023
Q2 		– Sell
-2,471
Closed -$107K – 970
2023
Q1 		$107K Buy
2,471
+1,092
+79% +$45.2K 0.01% 1265
2022
Q4 		$48.9K Buy
+1,379
New +$46.9K ﹤0.01% 1629

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

Belpointe Asset Management's BWA Position: Q2 2026 in Review

Belpointe Asset Management opened a new position in BorgWarner (BWA) in Q2 2026: 3,013 shares worth $200K. The stake represents 0.01% of the portfolio and ranks #1075 among its holdings. This is a return to the name: Belpointe Asset Management previously reported a position in BWA as recently as Q3 2024.

Belpointe Asset Management first reported a position in BWA in Q4 2022 and has held it in 4 quarters since. The position peaked at $360K in Q3 2024. 817 funds tracked by Wall St. Rank hold BWA as of Q2 2026.

  • Belpointe Asset Management held 3,013 shares of BorgWarner worth $200K as of Q2 2026.
  • BorgWarner was a new Belpointe Asset Management position in Q2 2026.
  • BorgWarner made up 0.01% of Belpointe Asset Management's portfolio in Q2 2026, its #1075 holding.
  • Belpointe Asset Management first reported a position in BorgWarner in Q4 2022 and has held it in 4 quarters since.
  • Belpointe Asset Management's BorgWarner position peaked at $360K in Q3 2024.
  • 817 funds tracked by Wall St. Rank held BorgWarner as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.