Crewe Advisors’s BorgWarner BWA Stock Holding History

Crewe Advisors’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
2025 Q3	–	Sell	-10	Closed	-$335	–	975
2025 Q2	$335	Sell	10 -1	-9%	-$31	﹤0.01%	685
2025 Q1	$316	Hold	11	–	–	﹤0.01%	668
2024 Q4	$350	Sell	11 -199	-95%	-$6.78K	﹤0.01%	596
2024 Q3	$7.62K	Hold	210	–	–	﹤0.01%	526
2024 Q2	$6.77K	Hold	210	–	–	﹤0.01%	750
2024 Q1	$7.3K	Sell	210 -133	-39%	-$4.35K	﹤0.01%	668
2023 Q4	$12.3K	Buy	+343	New	+$12.2K	﹤0.01%	195
2023 Q2	–	Sell	-332	Closed	-$14.3K	–	892
2023 Q1	$14.3K	Hold	332	–	–	﹤0.01%	489
2022 Q4	$11.8K	Sell	332 -3	-0.9%	-$102	﹤0.01%	525
2022 Q3	$9K	Buy	335 +3	+0.9%	+$97	﹤0.01%	686
2022 Q2	$10K	Buy	+332	New	+$10.9K	﹤0.01%	588
2020 Q4	–	Sell	-55	Closed	-$2K	–	474
2020 Q3	$2K	Buy	+55	New	+$1.89K	﹤0.01%	480
2018 Q2	–	Sell	-64	Closed	-$3K	–	257
2018 Q1	$3K	Hold	64	–	–	﹤0.01%	246
2017 Q4	$3K	Buy	+64	New	+$2.96K	﹤0.01%	246

Other funds holding BWA

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Crewe Advisors's BWA Position: Q3 2025 in Review

Crewe Advisors sold out of BorgWarner (BWA) in Q3 2025, closing a stake of 10 shares — an estimated $335 sold.

Crewe Advisors first reported a position in BWA in Q4 2017 and held it in 14 quarters. The position peaked at $14.3K in Q1 2023. 641 funds tracked by Wall St. Rank hold BWA as of Q3 2025.

Crewe Advisors reported no remaining BorgWarner position as of Q3 2025 after selling out during the quarter.
Crewe Advisors sold 10 BorgWarner shares in Q3 2025, an estimated $335.
Crewe Advisors first reported a position in BorgWarner in Q4 2017 and held it in 14 quarters.
Crewe Advisors's BorgWarner position peaked at $14.3K in Q1 2023.
641 funds tracked by Wall St. Rank held BorgWarner as of Q3 2025.

Based on Crewe Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.