BWL
BWA icon

Bogart Wealth LLC’s BorgWarner BWA Stock Holding History

Bogart Wealth LLC’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 		$531 Sell
8
-2
-20% -$127 ﹤0.01% 1780
2026
Q1 		$543 Buy
+10
New +$527 ﹤0.01% 1563
2022
Q4 		– Hold
0
– – – 1024

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

Bogart Wealth LLC's BWA Position: Q2 2026 in Review

Bogart Wealth LLC reduced its BorgWarner (BWA) stake by 20% in Q2 2026, selling an estimated $127 and leaving 8 shares worth $531. The position accounts for ﹤0.01% of the portfolio, ranked #1780.

Bogart Wealth LLC first reported a position in BWA in Q1 2026 and has held it in 2 quarters since. The position peaked at $543 in Q1 2026. 817 funds tracked by Wall St. Rank hold BWA as of Q2 2026.

  • Bogart Wealth LLC held 8 shares of BorgWarner worth $531 as of Q2 2026.
  • Bogart Wealth LLC sold 2 BorgWarner shares in Q2 2026, an estimated $127.
  • BorgWarner made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1780 holding.
  • Bogart Wealth LLC first reported a position in BorgWarner in Q1 2026 and has held it in 2 quarters since.
  • Bogart Wealth LLC's BorgWarner position peaked at $543 in Q1 2026.
  • 817 funds tracked by Wall St. Rank held BorgWarner as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.