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Clearstead Advisors’s BorgWarner BWA Stock Holding History

Clearstead 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 		$50K Sell
753
-5,089
-87% -$322K ﹤0.01% 1495
2026
Q1 		$317K Sell
5,842
-977
-14% -$51.5K ﹤0.01% 840
2025
Q4 		$307K Buy
6,819
+3,543
+108% +$155K ﹤0.01% 805
2025
Q3 		$144K Buy
3,276
+1,949
+147% +$77.9K ﹤0.01% 950
2025
Q2 		$44.4K Buy
1,327
+1,303
+5,429% +$39.9K ﹤0.01% 1322
2025
Q1 		$691 Sell
24
-489
-95% -$14.8K ﹤0.01% 2034
2024
Q4 		$16.3K Buy
513
+9
+2% +$306 ﹤0.01% 1450
2024
Q3 		$18.3K Buy
504
+10
+2% +$330 ﹤0.01% 1445
2024
Q2 		$15.9K Buy
+494
New +$17.1K ﹤0.01% 1441
2024
Q1 		– Sell
-22
Closed -$789 – 1554
2023
Q4 		$789 Buy
+22
New +$785 ﹤0.01% 1426
2023
Q2 		– Sell
-26
Closed -$1.13K – 1385
2023
Q1 		$1.13K Buy
+26
New +$1.08K ﹤0.01% 1220
2022
Q4 		– Sell
-16
Closed – – 1323
2022
Q3 		$0 Buy
+16
New +$516 ﹤0.01% 1259
2022
Q2 		– Sell
-142
Closed -$5K – 1294
2022
Q1 		$5K Buy
+142
New +$5.3K ﹤0.01% 1069
2021
Q3 		– Sell
-35
Closed -$2K – 1297
2021
Q2 		$2K Buy
+35
New +$1.54K ﹤0.01% 1026

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

Clearstead Advisors's BWA Position: Q2 2026 in Review

Clearstead Advisors reduced its BorgWarner (BWA) stake by 87% in Q2 2026, selling an estimated $322K and leaving 753 shares worth $50K. The position accounts for ﹤0.01% of the portfolio, ranked #1495.

Clearstead Advisors first reported a position in BWA in Q2 2021 and has held it in 14 quarters since. The position peaked at $317K in Q1 2026. 816 funds tracked by Wall St. Rank hold BWA as of Q2 2026.

  • Clearstead Advisors held 753 shares of BorgWarner worth $50K as of Q2 2026.
  • Clearstead Advisors sold 5,089 BorgWarner shares in Q2 2026, an estimated $322K.
  • BorgWarner made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1495 holding.
  • Clearstead Advisors first reported a position in BorgWarner in Q2 2021 and has held it in 14 quarters since.
  • Clearstead Advisors's BorgWarner position peaked at $317K in Q1 2026.
  • 816 funds tracked by Wall St. Rank held BorgWarner as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.