Chicago Partners Investment Group’s BorgWarner BWA Stock Holding History

Chicago Partners Investment Group’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	$825K	Sell	12,826 -1,449	-10%	-$91.8K	0.02%	741
2026 Q1	$797K	Sell	14,275 -900	-6%	-$47.4K	0.02%	645
2025 Q4	$724K	Buy	15,175 +388	+3%	+$17K	0.02%	573
2025 Q3	$644K	Buy	14,787 +4,890	+49%	+$195K	0.02%	566
2025 Q2	$362K	Buy	+9,897	New	+$303K	0.01%	751
2018 Q4	–	Sell	-909	Closed	-$32K	–	411
2018 Q3	$32K	Buy	909 +455	+100%	+$17.9K	﹤0.01%	591
2018 Q2	$17K	Hold	454	–	–	﹤0.01%	692
2018 Q1	$20K	Hold	454	–	–	﹤0.01%	629
2017 Q4	$20K	Hold	454	–	–	﹤0.01%	619
2017 Q3	$20K	Sell	454 -455	-50%	-$18.6K	﹤0.01%	626
2017 Q2	$33K	Buy	+909	New	+$33K	0.01%	444

Other funds holding BWA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Chicago Partners Investment Group's BWA Position: Q2 2026 in Review

Chicago Partners Investment Group reduced its BorgWarner (BWA) stake by 10% in Q2 2026, selling an estimated $91.8K and leaving 12,826 shares worth $825K. The position accounts for 0.02% of the portfolio, ranked #741.

Chicago Partners Investment Group first reported a position in BWA in Q2 2017 and has held it in 11 quarters since. 812 funds tracked by Wall St. Rank hold BWA as of Q2 2026.

Chicago Partners Investment Group held 12,826 shares of BorgWarner worth $825K as of Q2 2026.
Chicago Partners Investment Group sold 1,449 BorgWarner shares in Q2 2026, an estimated $91.8K.
BorgWarner made up 0.02% of Chicago Partners Investment Group's portfolio in Q2 2026, its #741 holding.
Chicago Partners Investment Group first reported a position in BorgWarner in Q2 2017 and has held it in 11 quarters since.
812 funds tracked by Wall St. Rank held BorgWarner as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.