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Contravisory Investment Management’s BorgWarner BWA Stock Holding History

Contravisory Investment Management’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 		$112K Sell
1,680
-24
-1% -$1.52K 0.02% 227
2026
Q1 		$92.5K Sell
1,704
-239
-12% -$12.6K 0.02% 233
2025
Q4 		$87.6K Sell
1,943
-18
-0.9% -$788 0.02% 248
2025
Q3 		$86.2K Buy
+1,961
New +$78.4K 0.02% 265
2023
Q3 		– Sell
-10,625
Closed -$457K – 332
2023
Q2 		$457K Buy
10,625
+244
+2% +$10K 0.12% 117
2023
Q1 		$449K Buy
+10,381
New +$430K 0.13% 100
2021
Q4 		– Sell
-134,803
Closed -$5.13M – 282
2021
Q3 		$5.13M Buy
134,803
+123,443
+1,087% +$4.91M 1.56% 32
2021
Q2 		$485K Buy
11,360
+3,269
+40% +$144K 0.14% 83
2021
Q1 		$330K Sell
8,091
-170
-2% -$6.63K 0.1% 115
2020
Q4 		$281K Sell
8,261
-996
-11% -$33.8K 0.09% 132
2020
Q3 		$316K Buy
+9,257
New +$318K 0.11% 108
2018
Q3 		– Sell
-8,212
Closed -$312K – 295
2018
Q2 		$312K Sell
8,212
-80
-1% -$3.53K 0.11% 122
2018
Q1 		$367K Buy
8,292
+601
+8% +$27.9K 0.14% 89
2017
Q4 		$346K Buy
7,691
+497
+7% +$23K 0.13% 80
2017
Q3 		$324K Sell
7,194
-26
-0.4% -$1.06K 0.12% 66
2017
Q2 		$269K Buy
7,220
+89
+1% +$3.23K 0.1% 93
2017
Q1 		$262K Buy
+7,131
New +$260K 0.09% 74

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

Contravisory Investment Management's BWA Position: Q2 2026 in Review

Contravisory Investment Management reduced its BorgWarner (BWA) stake by 1.4% in Q2 2026, selling an estimated $1.52K and leaving 1,680 shares worth $112K. The position accounts for 0.02% of the portfolio, ranked #227.

Contravisory Investment Management first reported a position in BWA in Q1 2017 and has held it in 17 quarters since. The position peaked at $5.13M in Q3 2021. 812 funds tracked by Wall St. Rank hold BWA as of Q2 2026.

  • Contravisory Investment Management held 1,680 shares of BorgWarner worth $112K as of Q2 2026.
  • Contravisory Investment Management sold 24 BorgWarner shares in Q2 2026, an estimated $1.52K.
  • BorgWarner made up 0.02% of Contravisory Investment Management's portfolio in Q2 2026, its #227 holding.
  • Contravisory Investment Management first reported a position in BorgWarner in Q1 2017 and has held it in 17 quarters since.
  • Contravisory Investment Management's BorgWarner position peaked at $5.13M in Q3 2021.
  • 812 funds tracked by Wall St. Rank held BorgWarner as of Q2 2026.

Based on Contravisory Investment Management's 13F filing for Q2 2026, filed 9 Jul 2026.