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Callan Family Office’s BorgWarner BWA Stock Holding History

Callan Family Office’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 		$1.35M Sell
20,370
-1,427
-7% -$90.4K 0.03% 513
2026
Q1 		$1.18M Sell
21,797
-371
-2% -$19.6K 0.03% 515
2025
Q4 		$999K Buy
+22,168
New +$971K 0.02% 547

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

Callan Family Office's BWA Position: Q2 2026 in Review

Callan Family Office reduced its BorgWarner (BWA) stake by 6.5% in Q2 2026, selling an estimated $90.4K and leaving 20,370 shares worth $1.35M. The position accounts for 0.03% of the portfolio, ranked #513.

Callan Family Office first reported a position in BWA in Q4 2025 and has held it in 3 quarters since. 817 funds tracked by Wall St. Rank hold BWA as of Q2 2026.

  • Callan Family Office held 20,370 shares of BorgWarner worth $1.35M as of Q2 2026.
  • Callan Family Office sold 1,427 BorgWarner shares in Q2 2026, an estimated $90.4K.
  • BorgWarner made up 0.03% of Callan Family Office's portfolio in Q2 2026, its #513 holding.
  • Callan Family Office first reported a position in BorgWarner in Q4 2025 and has held it in 3 quarters since.
  • 817 funds tracked by Wall St. Rank held BorgWarner as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.