Cove Private Wealth’s BorgWarner BWA Stock Holding History

Cove 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 Q2	$266K	Hold	4,000	–	–	0.05%	192
2026 Q1	$217K	Buy	+4,000	New	+$211K	0.05%	179

Other funds holding BWA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Cove Private Wealth's BWA Position: Q2 2026 in Review

Cove Private Wealth held its BorgWarner (BWA) position steady in Q2 2026 at 4,000 shares worth $266K. The position accounts for 0.05% of the portfolio, ranked #192.

Cove Private Wealth first reported a position in BWA in Q1 2026 and has held it in 2 quarters since. 812 funds tracked by Wall St. Rank hold BWA as of Q2 2026.

Cove Private Wealth held 4,000 shares of BorgWarner worth $266K as of Q2 2026.
Cove Private Wealth left its BorgWarner share count unchanged in Q2 2026.
BorgWarner made up 0.05% of Cove Private Wealth's portfolio in Q2 2026, its #192 holding.
Cove Private Wealth first reported a position in BorgWarner in Q1 2026 and has held it in 2 quarters since.
812 funds tracked by Wall St. Rank held BorgWarner as of Q2 2026.

Based on Cove Private Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.