Corient IA’s BorgWarner BWA Stock Holding History

Corient IA’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 Q1	$241K	Buy	+4,442	New	+$234K	0.23%	171
2025 Q4	–	Sell	-5,002	Closed	-$220K	–	212
2025 Q3	$220K	Buy	+5,002	New	+$200K	0.16%	221

Other funds holding BWA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Corient IA's BWA Position: Q1 2026 in Review

Corient IA opened a new position in BorgWarner (BWA) in Q1 2026: 4,442 shares worth $241K. The stake represents 0.23% of the portfolio and ranks #171 among its holdings. This is a return to the name: Corient IA previously reported a position in BWA as recently as Q3 2025.

Corient IA first reported a position in BWA in Q3 2025 and has held it in 2 quarters since. 710 funds tracked by Wall St. Rank hold BWA as of Q1 2026.

Corient IA held 4,442 shares of BorgWarner worth $241K as of Q1 2026.
BorgWarner was a new Corient IA position in Q1 2026.
BorgWarner made up 0.23% of Corient IA's portfolio in Q1 2026, its #171 holding.
Corient IA first reported a position in BorgWarner in Q3 2025 and has held it in 2 quarters since.
710 funds tracked by Wall St. Rank held BorgWarner as of Q1 2026.

Based on Corient IA's 13F filing for Q1 2026, filed 14 May 2026.