CPA
BWA icon

Capital Performance Advisors’s BorgWarner BWA Stock Holding History

Capital Performance 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 		– Sell
-4,822
Closed -$262K – 338
2026
Q1 		$262K Sell
4,822
-240
-5% -$12.7K 0.02% 361
2025
Q4 		$228K Buy
5,062
+33
+0.7% +$1.45K 0.02% 386
2025
Q3 		$221K Buy
+5,029
New +$201K 0.04% 293
2024
Q4 		– Sell
-2,136
Closed -$77.5K – 550
2024
Q3 		$77.5K Buy
+2,136
New +$70.4K 0.02% 248

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

Capital Performance Advisors's BWA Position: Q2 2026 in Review

Capital Performance Advisors sold out of BorgWarner (BWA) in Q2 2026, closing a stake of 4,822 shares — an estimated $262K sold.

Capital Performance Advisors first reported a position in BWA in Q3 2024 and held it in 4 quarters. The position peaked at $262K in Q1 2026. 811 funds tracked by Wall St. Rank hold BWA as of Q2 2026.

  • Capital Performance Advisors reported no remaining BorgWarner position as of Q2 2026 after selling out during the quarter.
  • Capital Performance Advisors sold 4,822 BorgWarner shares in Q2 2026, an estimated $262K.
  • Capital Performance Advisors first reported a position in BorgWarner in Q3 2024 and held it in 4 quarters.
  • Capital Performance Advisors's BorgWarner position peaked at $262K in Q1 2026.
  • 811 funds tracked by Wall St. Rank held BorgWarner as of Q2 2026.

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