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Caerus Investment Advisors’s BorgWarner BWA Stock Holding History

Caerus 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
Q2 		$767K Sell
11,553
-1,258
-10% -$79.7K 0.26% 68
2026
Q1 		$695K Sell
12,811
-3,513
-22% -$185K 0.29% 69
2025
Q4 		$736K Buy
16,324
+829
+5% +$36.3K 0.24% 88
2025
Q3 		$681K Buy
+15,495
New +$619K 0.28% 72

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

Caerus Investment Advisors's BWA Position: Q2 2026 in Review

Caerus Investment Advisors reduced its BorgWarner (BWA) stake by 9.8% in Q2 2026, selling an estimated $79.7K and leaving 11,553 shares worth $767K. The position accounts for 0.26% of the portfolio, ranked #68.

Caerus Investment Advisors first reported a position in BWA in Q3 2025 and has held it in 4 quarters since. 816 funds tracked by Wall St. Rank hold BWA as of Q2 2026.

  • Caerus Investment Advisors held 11,553 shares of BorgWarner worth $767K as of Q2 2026.
  • Caerus Investment Advisors sold 1,258 BorgWarner shares in Q2 2026, an estimated $79.7K.
  • BorgWarner made up 0.26% of Caerus Investment Advisors's portfolio in Q2 2026, its #68 holding.
  • Caerus Investment Advisors first reported a position in BorgWarner in Q3 2025 and has held it in 4 quarters since.
  • 816 funds tracked by Wall St. Rank held BorgWarner as of Q2 2026.

Based on Caerus Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.