CoreCap Advisors’s BorgWarner BWA Stock Holding History

CoreCap 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	$3.79K	Sell	57 -26	-31%	-$1.65K	﹤0.01%	2362
2026 Q1	$4.5K	Sell	83 -14	-14%	-$738	﹤0.01%	2202
2025 Q4	$4.37K	Buy	97 +1	+1%	+$44	﹤0.01%	2253
2025 Q3	$4.22K	Sell	96 -18	-16%	-$719	﹤0.01%	2207
2025 Q2	$3.82K	Sell	114 -57	-33%	-$1.75K	﹤0.01%	2176
2025 Q1	$4.9K	Buy	171 +66	+63%	+$2K	﹤0.01%	2100
2024 Q4	$3.34K	Sell	105 -4	-4%	-$136	﹤0.01%	2081
2024 Q3	$3.96K	Buy	+109	New	+$3.59K	﹤0.01%	2029
2024 Q2	–	Sell	-108	Closed	-$3.75K	–	1746
2024 Q1	$3.75K	Buy	+108	New	+$3.53K	﹤0.01%	1982
2022 Q4	$4.99K	Buy	+141	New	+$4.8K	﹤0.01%	1747
2022 Q3	–	Sell	-130	Closed	-$4K	–	745
2022 Q2	$4K	Buy	+130	New	+$4.28K	﹤0.01%	1708
2022 Q1	–	Sell	-95	Closed	-$4K	–	757
2021 Q4	$4K	Buy	+95	New	+$3.81K	﹤0.01%	1785

Other funds holding BWA

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

Arbor Wealth Advisors Troy, Michigan $164M AUM 27.68% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return

Barnes Dennig Private Wealth Management Cincinnati, Ohio $125M AUM 74.2% 1-Year Est. Return

Ardsley Advisory Partners Stamford, Connecticut $921M AUM 207.76% 1-Year Est. Return

Kopion Asset Management Mckinney, Texas $158M AUM 11.93% 1-Year Est. Return

Lipe & Dalton Syracuse, New York $215M AUM 39.53% 1-Year Est. Return