Belpointe Asset Management
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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
Q3 		– Sell
-3,013
Closed -$200K – 1162
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

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Swedbank
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Robeco Institutional Asset Management
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Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Thrivent Financial for Lutherans
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Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $14.7B AUM 33.6% 1-Year Est. Return

Belpointe Asset Management's BWA Position: Q3 2026 in Review

Belpointe Asset Management sold out of BorgWarner (BWA) in Q3 2026, closing a stake of 3,013 shares — an estimated $200K sold.

Belpointe Asset Management first reported a position in BWA in Q4 2022 and held it in 4 quarters. The position peaked at $360K in Q3 2024. 419 funds tracked by Wall St. Rank hold BWA as of Q3 2026.

  • Belpointe Asset Management reported no remaining BorgWarner position as of Q3 2026 after selling out during the quarter.
  • Belpointe Asset Management sold 3,013 BorgWarner shares in Q3 2026, an estimated $200K.
  • Belpointe Asset Management first reported a position in BorgWarner in Q4 2022 and held it in 4 quarters.
  • Belpointe Asset Management's BorgWarner position peaked at $360K in Q3 2024.
  • 419 funds tracked by Wall St. Rank held BorgWarner as of Q3 2026.

Based on Belpointe Asset Management's 13F filing for Q3 2026, filed 9 Nov 2026.