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 Q2	$4.78M	Sell	72,057 -2,903	-4%	-$184K	1.19%	32
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 $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

Clean Yield Group's BWA Position: Q2 2026 in Review

Clean Yield Group reduced its BorgWarner (BWA) stake by 3.9% in Q2 2026, selling an estimated $184K and leaving 72,057 shares worth $4.78M. The position accounts for 1.19% of the portfolio, ranked #32.

Clean Yield Group first reported a position in BWA in Q1 2015 and has held it in 7 quarters since. 816 funds tracked by Wall St. Rank hold BWA as of Q2 2026.

Clean Yield Group held 72,057 shares of BorgWarner worth $4.78M as of Q2 2026.
Clean Yield Group sold 2,903 BorgWarner shares in Q2 2026, an estimated $184K.
BorgWarner made up 1.19% of Clean Yield Group's portfolio in Q2 2026, its #32 holding.
Clean Yield Group first reported a position in BorgWarner in Q1 2015 and has held it in 7 quarters since.
816 funds tracked by Wall St. Rank held BorgWarner as of Q2 2026.

Based on Clean Yield Group's 13F filing for Q2 2026, filed 5 Aug 2026.