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Cornerstone Planning Group’s BorgWarner BWA Stock Holding History

Cornerstone Planning Group’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 		$2.12K Sell
33
-8
-20% -$507 ﹤0.01% 1314
2026
Q1 		$2.29K Buy
41
+21
+105% +$1.11K ﹤0.01% 1273
2025
Q4 		$966 Buy
20
+17
+567% +$745 ﹤0.01% 1353
2025
Q3 		$132 Hold
3
– – ﹤0.01% 1635
2025
Q2 		$114 Hold
3
– – ﹤0.01% 1488
2025
Q1 		$82 Buy
+3
New +$91 ﹤0.01% 1507

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

Cornerstone Planning Group's BWA Position: Q2 2026 in Review

Cornerstone Planning Group reduced its BorgWarner (BWA) stake by 20% in Q2 2026, selling an estimated $507 and leaving 33 shares worth $2.12K. The position accounts for ﹤0.01% of the portfolio, ranked #1314.

Cornerstone Planning Group first reported a position in BWA in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.29K in Q1 2026. 816 funds tracked by Wall St. Rank hold BWA as of Q2 2026.

  • Cornerstone Planning Group held 33 shares of BorgWarner worth $2.12K as of Q2 2026.
  • Cornerstone Planning Group sold 8 BorgWarner shares in Q2 2026, an estimated $507.
  • BorgWarner made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1314 holding.
  • Cornerstone Planning Group first reported a position in BorgWarner in Q1 2025 and has held it in 6 quarters since.
  • Cornerstone Planning Group's BorgWarner position peaked at $2.29K in Q1 2026.
  • 816 funds tracked by Wall St. Rank held BorgWarner as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.