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
2025
Q1 		– Sell
-1,100
Closed -$35K – 1403
2024
Q4 		$35K Hold
1,100
– – ﹤0.01% 1780
2024
Q3 		$39.9K Buy
+1,100
New +$36.3K ﹤0.01% 1821
2024
Q2 		– Sell
-600
Closed -$20.8K – 2110
2024
Q1 		$20.8K Buy
+600
New +$19.6K ﹤0.01% 2264
2022
Q2 		– Sell
-682
Closed -$23K – 1845
2022
Q1 		$23K Sell
682
-8,633
-93% -$323K ﹤0.01% 1928
2021
Q4 		$370K Sell
9,315
-23,629
-72% -$949K ﹤0.01% 1507
2021
Q3 		$1.25M Buy
32,944
+12,269
+59% +$488K ﹤0.01% 1336
2021
Q2 		$883K Buy
20,675
+7,270
+54% +$320K ﹤0.01% 1265
2021
Q1 		$547K Buy
13,405
+11,360
+556% +$443K ﹤0.01% 1249
2020
Q4 		$70K Sell
2,045
-5,907
-74% -$200K ﹤0.01% 1596
2020
Q3 		$271K Buy
7,952
+5,566
+233% +$191K ﹤0.01% 1253
2020
Q2 		$74K Buy
+2,386
New +$62.8K ﹤0.01% 1268
2020
Q1 		– Sell
-6,589
Closed -$252K – 1157
2019
Q4 		$252K Sell
6,589
-3,635
-36% -$133K ﹤0.01% 1238
2019
Q3 		$330K Buy
10,224
+5,226
+105% +$168K ﹤0.01% 1169
2019
Q2 		$185K Buy
4,998
+1,590
+47% +$56.4K ﹤0.01% 1266
2019
Q1 		$115K Buy
+3,408
New +$118K ﹤0.01% 1187

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.