Clean Yield Group’s BorgWarner BWA Stock Holding History

Clean Yield 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 Q1	$4.07M	Buy	74,960 +2,713	+4%	+$143K	1.15%	31
2025 Q4	$3.26M	Buy	72,247 +2,060	+3%	+$90.2K	0.9%	41
2025 Q3	$3.09M	Buy	70,187 +1,762	+3%	+$70.4K	0.87%	39
2025 Q2	$2.29M	Buy	+68,425	New	+$2.1M	0.69%	49
2020 Q2	–	Sell	-222	Closed	-$5K	–	346
2020 Q1	$5K	Buy	+222	New	+$6.42K	﹤0.01%	340
2015 Q2	–	Sell	-341	Closed	-$18K	–	144
2015 Q1	$18K	Buy	+341	New	+$17.4K	0.01%	265

Other funds holding BWA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Clean Yield Group's BWA Position: Q1 2026 in Review

Clean Yield Group increased its BorgWarner (BWA) stake by 3.8% in Q1 2026, buying an estimated $143K and bringing the position to 74,960 shares worth $4.07M. The position accounts for 1.15% of the portfolio, ranked #31.

Clean Yield Group first reported a position in BWA in Q1 2015 and has held it in 6 quarters since. 711 funds tracked by Wall St. Rank hold BWA as of Q1 2026.

Clean Yield Group held 74,960 shares of BorgWarner worth $4.07M as of Q1 2026.
Clean Yield Group bought 2,713 BorgWarner shares in Q1 2026, an estimated $143K.
BorgWarner made up 1.15% of Clean Yield Group's portfolio in Q1 2026, its #31 holding.
Clean Yield Group first reported a position in BorgWarner in Q1 2015 and has held it in 6 quarters since.
711 funds tracked by Wall St. Rank held BorgWarner as of Q1 2026.

Based on Clean Yield Group's 13F filing for Q1 2026, filed 14 Apr 2026.