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Claro Advisors’s BorgWarner BWA Stock Holding History

Claro 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 		$443K Sell
6,677
-17
-0.3% -$1.08K 0.05% 299
2026
Q1 		$363K Buy
+6,694
New +$353K 0.04% 318
2019
Q1 		– Sell
-22
Closed -$1K – 257
2018
Q4 		$1K Buy
+22
New +$737 ﹤0.01% 989

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

Claro Advisors's BWA Position: Q2 2026 in Review

Claro Advisors reduced its BorgWarner (BWA) stake by 0.25% in Q2 2026, selling an estimated $1.08K and leaving 6,677 shares worth $443K. The position accounts for 0.05% of the portfolio, ranked #299.

Claro Advisors first reported a position in BWA in Q4 2018 and has held it in 3 quarters since. 816 funds tracked by Wall St. Rank hold BWA as of Q2 2026.

  • Claro Advisors held 6,677 shares of BorgWarner worth $443K as of Q2 2026.
  • Claro Advisors sold 17 BorgWarner shares in Q2 2026, an estimated $1.08K.
  • BorgWarner made up 0.05% of Claro Advisors's portfolio in Q2 2026, its #299 holding.
  • Claro Advisors first reported a position in BorgWarner in Q4 2018 and has held it in 3 quarters since.
  • 816 funds tracked by Wall St. Rank held BorgWarner as of Q2 2026.

Based on Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.