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 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 $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return