Burney Company’s BorgWarner BWA Stock Holding History

Burney Company’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	$489K	Hold	7,370	–	–	0.01%	465
2026 Q1	$400K	Hold	7,370	–	–	0.01%	464
2025 Q4	$332K	Hold	7,370	–	–	0.01%	509
2025 Q3	$324K	Hold	7,370	–	–	0.01%	491
2025 Q2	$247K	Sell	7,370 -1,055	-13%	-$32.3K	0.01%	519
2025 Q1	$241K	Sell	8,425 -175	-2%	-$5.31K	0.01%	532
2024 Q4	$273K	Sell	8,600 -2,100	-20%	-$71.5K	0.01%	518
2024 Q3	$388K	Hold	10,700	–	–	0.01%	473
2024 Q2	$345K	Hold	10,700	–	–	0.01%	492
2024 Q1	$372K	Hold	10,700	–	–	0.01%	492
2023 Q4	$384K	Sell	10,700 -764	-7%	-$27.3K	0.02%	463
2023 Q3	$463K	Sell	11,464 -1,559	-12%	-$66K	0.02%	413
2023 Q2	$561K	Buy	13,023 +568	+5%	+$23.4K	0.03%	388
2023 Q1	$538K	Sell	12,455 -97	-0.8%	-$4.02K	0.03%	393
2022 Q4	$445K	Hold	12,552	–	–	0.02%	420
2022 Q3	$347K	Hold	12,552	–	–	0.02%	460
2022 Q2	$369K	Buy	12,552 +568	+5%	+$18.7K	0.02%	446
2022 Q1	$410K	Hold	11,984	–	–	0.02%	450
2021 Q4	$475K	Sell	11,984 -358	-3%	-$14.4K	0.02%	424
2021 Q3	$469K	Buy	+12,342	New	+$491K	0.02%	418
2019 Q4	–	Sell	-14,381	Closed	-$464K	–	464
2019 Q3	$464K	Buy	14,381 +4,743	+49%	+$153K	0.03%	323
2019 Q2	$356K	Buy	+9,638	New	+$342K	0.02%	367

Other funds holding BWA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Burney Company's BWA Position: Q2 2026 in Review

Burney Company held its BorgWarner (BWA) position steady in Q2 2026 at 7,370 shares worth $489K. The position accounts for 0.01% of the portfolio, ranked #465.

Burney Company first reported a position in BWA in Q2 2019 and has held it in 22 quarters since. The position peaked at $561K in Q2 2023. 812 funds tracked by Wall St. Rank hold BWA as of Q2 2026.

Burney Company held 7,370 shares of BorgWarner worth $489K as of Q2 2026.
Burney Company left its BorgWarner share count unchanged in Q2 2026.
BorgWarner made up 0.01% of Burney Company's portfolio in Q2 2026, its #465 holding.
Burney Company first reported a position in BorgWarner in Q2 2019 and has held it in 22 quarters since.
Burney Company's BorgWarner position peaked at $561K in Q2 2023.
812 funds tracked by Wall St. Rank held BorgWarner as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.