Capstone Investment Advisors
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Capstone Investment Advisors’s BorgWarner BWA Stock Holding History

Capstone 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 		$260K Sell
4,797
-4,030
-46% -$212K ﹤0.01% 1415
2025
Q4 		$398K Sell
8,827
-507
-5% -$22.2K ﹤0.01% 1225
2025
Q3 		$410K Sell
9,334
-4,046
-30% -$162K ﹤0.01% 1502
2025
Q2 		$448K Buy
+13,380
New +$410K ﹤0.01% 1188
2025
Q1 		– Sell
-10,784
Closed -$343K – 1404
2024
Q4 		$343K Buy
10,784
+1,407
+15% +$47.9K ﹤0.01% 1442
2024
Q3 		$340K Buy
+9,377
New +$309K ﹤0.01% 1359
2024
Q2 		– Sell
-4,366
Closed -$152K – 2111
2024
Q1 		$152K Buy
+4,366
New +$143K ﹤0.01% 2068
2023
Q3 		– Sell
-6,665
Closed -$287K – 2109
2023
Q2 		$287K Buy
+6,665
New +$274K ﹤0.01% 1419
2022
Q2 		– Sell
-5,954
Closed -$204K – 1846
2022
Q1 		$204K Buy
5,954
+4,693
+372% +$175K ﹤0.01% 1736
2021
Q4 		$50K Sell
1,261
-10,761
-90% -$432K ﹤0.01% 1681
2021
Q3 		$457K Buy
+12,022
New +$478K ﹤0.01% 1581
2021
Q1 		– Sell
-2,517
Closed -$98.1K – 1689
2020
Q4 		$86K Buy
+2,517
New +$85.3K ﹤0.01% 1579
2020
Q2 		– Sell
-467,036
Closed -$12.3M – 1316
2020
Q1 		$10M Buy
+467,036
New +$13.5M 0.16% 127
2018
Q1 		– Sell
-5,794
Closed -$260K – 363
2017
Q4 		$260K Buy
+5,794
New +$268K 0.01% 387
2016
Q2 		– Sell
-20,682
Closed -$699K – 696
2016
Q1 		$699K Buy
+20,682
New +$613K 0.02% 362

Other funds holding BWA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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 $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
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 $178B AUM 37.23% 1-Year Est. Return

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

Capstone Investment Advisors reduced its BorgWarner (BWA) stake by 46% in Q1 2026, selling an estimated $212K and leaving 4,797 shares worth $260K. The position accounts for ﹤0.01% of the portfolio, ranked #1415.

Capstone Investment Advisors first reported a position in BWA in Q1 2016 and has held it in 15 quarters since. The position peaked at $10M in Q1 2020. 712 funds tracked by Wall St. Rank hold BWA as of Q1 2026.

  • Capstone Investment Advisors held 4,797 shares of BorgWarner worth $260K as of Q1 2026.
  • Capstone Investment Advisors sold 4,030 BorgWarner shares in Q1 2026, an estimated $212K.
  • BorgWarner made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q1 2026, its #1415 holding.
  • Capstone Investment Advisors first reported a position in BorgWarner in Q1 2016 and has held it in 15 quarters since.
  • Capstone Investment Advisors's BorgWarner position peaked at $10M in Q1 2020.
  • 712 funds tracked by Wall St. Rank held BorgWarner as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.