Corient Private Wealth
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Corient Private Wealth’s BorgWarner BWA Stock Holding History

Corient Private Wealth’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 		$1.04M Sell
19,901
-16,577
-45% -$874K ﹤0.01% 1644
2025
Q4 		$1.52M Buy
36,478
+16,493
+83% +$722K ﹤0.01% 1674
2025
Q3 		$879K Buy
19,985
+5,004
+33% +$200K ﹤0.01% 1491
2025
Q2 		$502K Sell
14,981
-13,367
-47% -$410K ﹤0.01% 1702
2025
Q1 		$812K Sell
28,348
-9,812
-26% -$298K ﹤0.01% 1373
2024
Q4 		$1.21M Sell
38,160
-1,498
-4% -$51K ﹤0.01% 1231
2024
Q3 		$1.44M Sell
39,658
-4,202
-10% -$139K ﹤0.01% 1242
2024
Q2 		$1.41M Buy
43,860
+4,480
+11% +$155K ﹤0.01% 1186
2024
Q1 		$1.37M Sell
39,380
-3,891
-9% -$127K ﹤0.01% 1204
2023
Q4 		$1.55M Sell
43,271
-33,099
-43% -$1.18M ﹤0.01% 1117
2023
Q3 		$3.08M Sell
76,370
-15,636
-17% -$662K 0.01% 769
2023
Q2 		$3.96M Buy
92,006
+41,668
+83% +$1.71M 0.01% 700
2023
Q1 		$2.18M Buy
50,338
+19,126
+61% +$792K 0.01% 817
2022
Q4 		$1.11M Buy
+31,212
New +$1.06M ﹤0.01% 879

Other funds holding BWA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
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
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Corient Private Wealth's BWA Position: Q1 2026 in Review

Corient Private Wealth reduced its BorgWarner (BWA) stake by 45% in Q1 2026, selling an estimated $874K and leaving 19,901 shares worth $1.04M. The position accounts for ﹤0.01% of the portfolio, ranked #1644.

Corient Private Wealth first reported a position in BWA in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.96M in Q2 2023. 710 funds tracked by Wall St. Rank hold BWA as of Q1 2026.

  • Corient Private Wealth held 19,901 shares of BorgWarner worth $1.04M as of Q1 2026.
  • Corient Private Wealth sold 16,577 BorgWarner shares in Q1 2026, an estimated $874K.
  • BorgWarner made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #1644 holding.
  • Corient Private Wealth first reported a position in BorgWarner in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's BorgWarner position peaked at $3.96M in Q2 2023.
  • 710 funds tracked by Wall St. Rank held BorgWarner as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.