Creative Planning’s BorgWarner BWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $11.2M | Buy |
206,478
+57,905
| +39% | +$3.05M | 0.01% | 646 |
|
|
2025
Q4 | $6.69M | Buy |
148,573
+43,175
| +41% | +$1.89M | ﹤0.01% | 817 |
|
|
2025
Q3 | $4.63M | Buy |
105,398
+68,288
| +184% | +$2.73M | ﹤0.01% | 935 |
|
|
2025
Q2 | $1.24M | Buy |
37,110
+12,855
| +53% | +$394K | ﹤0.01% | 1676 |
|
|
2025
Q1 | $695K | Buy |
24,255
+2,883
| +13% | +$87.5K | ﹤0.01% | 2009 |
|
|
2024
Q4 | $679K | Sell |
21,372
-3,662
| -15% | -$125K | ﹤0.01% | 1951 |
|
|
2024
Q3 | $908K | Sell |
25,034
-1,607
| -6% | -$53K | ﹤0.01% | 1592 |
|
|
2024
Q2 | $859K | Buy |
26,641
+1,246
| +5% | +$43.1K | ﹤0.01% | 1525 |
|
|
2024
Q1 | $882K | Sell |
25,395
-1,475
| -5% | -$48.2K | ﹤0.01% | 1411 |
|
|
2023
Q4 | $963K | Sell |
26,870
-3,172
| -11% | -$113K | ﹤0.01% | 1254 |
|
|
2023
Q3 | $1.21M | Buy |
30,042
+2,386
| +9% | +$101K | ﹤0.01% | 1078 |
|
|
2023
Q2 | $1.19M | Buy |
27,656
+2,437
| +10% | +$100K | ﹤0.01% | 1049 |
|
|
2023
Q1 | $1.09M | Buy |
25,219
+2,468
| +11% | +$102K | ﹤0.01% | 1038 |
|
|
2022
Q4 | $806K | Buy |
22,751
+6,053
| +36% | +$206K | ﹤0.01% | 1145 |
|
|
2022
Q3 | $462K | Sell |
16,698
-546
| -3% | -$17.6K | ﹤0.01% | 1383 |
|
|
2022
Q2 | $507K | Buy |
17,244
+2,023
| +13% | +$66.6K | ﹤0.01% | 1307 |
|
|
2022
Q1 | $521K | Buy |
15,221
+568
| +4% | +$21.2K | ﹤0.01% | 1304 |
|
|
2021
Q4 | $581K | Sell |
14,653
-104,363
| -88% | -$4.19M | ﹤0.01% | 1219 |
|
|
2021
Q3 | $4.53M | Buy |
119,016
+10,431
| +10% | +$415K | 0.01% | 439 |
|
|
2021
Q2 | $4.64M | Buy |
108,585
+44,576
| +70% | +$1.96M | 0.01% | 427 |
|
|
2021
Q1 | $2.61M | Sell |
64,009
-16,311
| -20% | -$636K | 0.01% | 615 |
|
|
2020
Q4 | $2.73M | Buy |
+80,320
| New | +$2.72M | 0.01% | 554 |
|
|
2020
Q1 | – | Sell |
-5,761
| Closed | -$220K | – | 1896 |
|
|
2019
Q4 | $220K | Sell |
5,761
-512
| -8% | -$18.8K | ﹤0.01% | 1577 |
|
|
2019
Q3 | $203K | Sell |
6,273
-1,368
| -18% | -$44.1K | ﹤0.01% | 1597 |
|
|
2019
Q2 | $282K | Buy |
7,641
+1,229
| +19% | +$43.6K | ﹤0.01% | 1407 |
|
|
2019
Q1 | $217K | Sell |
6,412
-2,191
| -25% | -$75.8K | ﹤0.01% | 1533 |
|
|
2018
Q4 | $263K | Buy |
8,603
+230
| +3% | +$7.71K | ﹤0.01% | 1321 |
|
|
2018
Q3 | $315K | Sell |
8,373
-92
| -1% | -$3.62K | ﹤0.01% | 1365 |
|
|
2018
Q2 | $322K | Buy |
8,465
+1,724
| +26% | +$76K | ﹤0.01% | 1336 |
|
|
2018
Q1 | $298K | Buy |
6,741
+1,038
| +18% | +$48.2K | ﹤0.01% | 1345 |
|
|
2017
Q4 | $256K | Sell |
5,703
-9,093
| -61% | -$420K | ﹤0.01% | 1439 |
|
|
2017
Q3 | $667K | Sell |
14,796
-1,740
| -11% | -$71K | ﹤0.01% | 904 |
|
|
2017
Q2 | $617K | Sell |
16,536
-863
| -5% | -$31.3K | ﹤0.01% | 915 |
|
|
2017
Q1 | $640K | Buy |
17,399
+9,962
| +134% | +$363K | ﹤0.01% | 859 |
|
|
2016
Q4 | $258K | Buy |
7,437
+113
| +2% | +$3.64K | ﹤0.01% | 1271 |
|
|
2016
Q3 | $227K | Buy |
7,324
+1,386
| +23% | +$40.9K | ﹤0.01% | 1330 |
|
|
2016
Q2 | $154K | Sell |
5,938
-287
| -5% | -$8.68K | ﹤0.01% | 1403 |
|
|
2016
Q1 | $210K | Sell |
6,225
-164
| -3% | -$4.86K | ﹤0.01% | 1185 |
|
|
2015
Q4 | $243K | Sell |
6,389
-7,736
| -55% | -$290K | ﹤0.01% | 1092 |
|
|
2015
Q3 | $517K | Sell |
14,125
-932
| -6% | -$38.7K | ﹤0.01% | 728 |
|
|
2015
Q2 | $753K | Buy |
15,057
+91
| +0.6% | +$4.86K | 0.01% | 557 |
|
|
2015
Q1 | $797K | Buy |
14,966
+3,153
| +27% | +$161K | 0.01% | 542 |
|
|
2014
Q4 | $571K | Sell |
11,813
-76
| -0.6% | -$3.7K | 0.01% | 641 |
|
|
2014
Q3 | $551K | Buy |
11,889
+1,198
| +11% | +$65.7K | 0.01% | 617 |
|
|
2014
Q2 | $614K | Sell |
10,691
-71
| -0.7% | -$3.91K | 0.01% | 562 |
|
|
2014
Q1 | $582K | Buy |
10,762
+6,039
| +128% | +$308K | 0.01% | 557 |
|
|
2013
Q4 | $232K | Buy |
4,723
+333
| +8% | +$15.4K | ﹤0.01% | 799 |
|
|
2013
Q3 | $196K | Buy |
4,390
+1,075
| +32% | +$45.2K | ﹤0.01% | 780 |
|
|
2013
Q2 | $126K | Buy |
+3,315
| New | +$117K | ﹤0.01% | 868 |
|
Other funds holding BWA
VPM
VCM
Creative Planning's BWA Position: Q1 2026 in Review
Creative Planning increased its BorgWarner (BWA) stake by 39% in Q1 2026, buying an estimated $3.05M and bringing the position to 206,478 shares worth $11.2M. The position accounts for 0.01% of the portfolio, ranked #646.
Creative Planning first reported a position in BWA in Q2 2013 and has held it in 49 quarters since. 710 funds tracked by Wall St. Rank hold BWA as of Q1 2026.
- Creative Planning held 206,478 shares of BorgWarner worth $11.2M as of Q1 2026.
- Creative Planning bought 57,905 BorgWarner shares in Q1 2026, an estimated $3.05M.
- BorgWarner made up 0.01% of Creative Planning's portfolio in Q1 2026, its #646 holding.
- Creative Planning first reported a position in BorgWarner in Q2 2013 and has held it in 49 quarters since.
- 710 funds tracked by Wall St. Rank held BorgWarner as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.