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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Caerus Investment Advisors's BWA Position: Q1 2026 in Review

Caerus Investment Advisors reduced its BorgWarner (BWA) stake by 22% in Q1 2026, selling an estimated $185K and leaving 12,811 shares worth $695K. The position accounts for 0.29% of the portfolio, ranked #69.

Caerus Investment Advisors first reported a position in BWA in Q3 2025 and has held it in 3 quarters since. The position peaked at $736K in Q4 2025. 710 funds tracked by Wall St. Rank hold BWA as of Q1 2026.

  • Caerus Investment Advisors held 12,811 shares of BorgWarner worth $695K as of Q1 2026.
  • Caerus Investment Advisors sold 3,513 BorgWarner shares in Q1 2026, an estimated $185K.
  • BorgWarner made up 0.29% of Caerus Investment Advisors's portfolio in Q1 2026, its #69 holding.
  • Caerus Investment Advisors first reported a position in BorgWarner in Q3 2025 and has held it in 3 quarters since.
  • Caerus Investment Advisors's BorgWarner position peaked at $736K in Q4 2025.
  • 710 funds tracked by Wall St. Rank held BorgWarner as of Q1 2026.

Based on Caerus Investment Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.