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Clearstead Trust’s BorgWarner BWA Stock Holding History

Clearstead Trust’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 		$27.7K Hold
417
– – ﹤0.01% 405
2026
Q1 		$22.6K Hold
417
– – ﹤0.01% 418
2025
Q4 		$18.8K Sell
417
-78
-16% -$3.42K ﹤0.01% 448
2025
Q3 		$21.8K Buy
495
+153
+45% +$6.12K ﹤0.01% 423
2025
Q2 		$11.5K Buy
342
+331
+3,009% +$10.1K ﹤0.01% 558
2025
Q1 		$316 Buy
+11
New +$334 ﹤0.01% 860

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 Trust's BWA Position: Q2 2026 in Review

Clearstead Trust held its BorgWarner (BWA) position steady in Q2 2026 at 417 shares worth $27.7K. The position accounts for ﹤0.01% of the portfolio, ranked #405.

Clearstead Trust first reported a position in BWA in Q1 2025 and has held it in 6 quarters since. 816 funds tracked by Wall St. Rank hold BWA as of Q2 2026.

  • Clearstead Trust held 417 shares of BorgWarner worth $27.7K as of Q2 2026.
  • Clearstead Trust left its BorgWarner share count unchanged in Q2 2026.
  • BorgWarner made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #405 holding.
  • Clearstead Trust first reported a position in BorgWarner in Q1 2025 and has held it in 6 quarters since.
  • 816 funds tracked by Wall St. Rank held BorgWarner as of Q2 2026.

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