CVA Family Office’s BorgWarner BWA Stock Holding History

CVA Family Office’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	$29.5K	Buy	445 +10	+2%	+$633	﹤0.01%	718
2026 Q1	$23.6K	Buy	435 +375	+625%	+$19.8K	﹤0.01%	761
2025 Q4	$2.7K	Hold	60	–	–	﹤0.01%	948
2025 Q3	$2.64K	Buy	60 +14	+30%	+$560	﹤0.01%	965
2025 Q2	$1.54K	Buy	+46	New	+$1.41K	﹤0.01%	1027
2025 Q1	–	Sell	-15	Closed	-$477	–	1405
2024 Q4	$477	Hold	15	–	–	﹤0.01%	1247
2024 Q3	$544	Buy	+15	New	+$495	﹤0.01%	1194
2024 Q2	–	Sell	-230	Closed	-$7.99K	–	1281
2024 Q1	$7.99K	Buy	230 +70	+44%	+$2.29K	﹤0.01%	775
2023 Q4	$5.74K	Buy	+160	New	+$5.71K	﹤0.01%	805
2023 Q3	–	Sell	-222	Closed	-$9.54K	–	334
2023 Q2	$9.54K	Buy	222 +12	+6%	+$494	﹤0.01%	728
2023 Q1	$9.09K	Hold	210	–	–	﹤0.01%	699
2022 Q4	$7.45K	Buy	210 +17	+9%	+$578	﹤0.01%	693
2022 Q3	$5K	Sell	193 -1,318	-87%	-$42.5K	﹤0.01%	713
2022 Q2	$44K	Buy	+1,511	New	+$49.8K	0.01%	391
2021 Q3	–	Sell	-437	Closed	-$19K	–	435
2021 Q2	$19K	Buy	437 +397	+993%	+$17.5K	0.01%	535
2021 Q1	$2K	Buy	+40	New	+$1.56K	﹤0.01%	698

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 $3.38T AUM 44.17% 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

CVA Family Office's BWA Position: Q2 2026 in Review

CVA Family Office increased its BorgWarner (BWA) stake by 2.3% in Q2 2026, buying an estimated $633 and bringing the position to 445 shares worth $29.5K. The position accounts for ﹤0.01% of the portfolio, ranked #718.

CVA Family Office first reported a position in BWA in Q1 2021 and has held it in 16 quarters since. The position peaked at $44K in Q2 2022. 817 funds tracked by Wall St. Rank hold BWA as of Q2 2026.

CVA Family Office held 445 shares of BorgWarner worth $29.5K as of Q2 2026.
CVA Family Office bought 10 BorgWarner shares in Q2 2026, an estimated $633.
BorgWarner made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #718 holding.
CVA Family Office first reported a position in BorgWarner in Q1 2021 and has held it in 16 quarters since.
CVA Family Office's BorgWarner position peaked at $44K in Q2 2022.
817 funds tracked by Wall St. Rank held BorgWarner as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.