CWA Asset Management Group’s BorgWarner BWA Stock Holding History

CWA Asset Management Group’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	$6.37M	Buy	95,886 +4,918	+5%	+$312K	0.2%	120
2026 Q1	$4.94M	Buy	90,968 +5,837	+7%	+$308K	0.17%	130
2025 Q4	$3.84M	Buy	85,131 +32,672	+62%	+$1.43M	0.14%	145
2025 Q3	$2.31M	Sell	52,459 -7,251	-12%	-$290K	0.09%	204
2025 Q2	$2M	Sell	59,710 -5,967	-9%	-$183K	0.08%	213
2025 Q1	$1.88M	Sell	65,677 -2,746	-4%	-$83.3K	0.09%	200
2024 Q4	$2.18M	Sell	68,423 -12,462	-15%	-$424K	0.11%	164
2024 Q3	$2.94M	Buy	+80,885	New	+$2.67M	0.16%	122
2024 Q1	$2.92M	Buy	83,972 +72,644	+641%	+$2.38M	0.18%	118
2023 Q4	$406K	Buy	+11,328	New	+$404K	0.03%	276
2023 Q1	–	Sell	-18,211	Closed	-$645K	–	325
2022 Q4	$645K	Buy	18,211 +1,729	+10%	+$58.8K	0.05%	170
2022 Q3	$456K	Buy	16,482 +5,408	+49%	+$174K	0.04%	185
2022 Q2	$325K	Buy	+11,074	New	+$365K	0.03%	222

Other funds holding BWA

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

Arbor Wealth Advisors Troy, Michigan $164M AUM 27.68% 1-Year Est. Return

Barnes Dennig Private Wealth Management Cincinnati, Ohio $125M AUM 74.2% 1-Year Est. Return

Ardsley Advisory Partners Stamford, Connecticut $921M AUM 207.76% 1-Year Est. Return

Kopion Asset Management Mckinney, Texas $158M AUM 11.93% 1-Year Est. Return

Lipe & Dalton Syracuse, New York $215M AUM 39.53% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return