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CX Institutional’s BorgWarner BWA Stock Holding History

CX Institutional’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 		$370K Sell
5,579
-71
-1% -$4.5K 0.01% 551
2026
Q1 		$307K Sell
5,650
-68
-1% -$3.58K 0.01% 598
2025
Q4 		$258K Sell
5,718
-275
-5% -$12K 0.01% 627
2025
Q3 		$263K Buy
5,993
+114
+2% +$4.56K 0.01% 611
2025
Q2 		$197K Buy
5,879
+2,458
+72% +$75.4K 0.01% 629
2025
Q1 		$98K Buy
+3,421
New +$104K ﹤0.01% 749
2024
Q4 		– Sell
-9,750
Closed -$354K – 542
2024
Q3 		$354K Buy
9,750
+199
+2% +$6.56K 0.02% 434
2024
Q2 		$308K Buy
9,551
+1,465
+18% +$50.7K 0.01% 456
2024
Q1 		$281K Buy
8,086
+1,952
+32% +$63.8K 0.01% 474
2023
Q4 		$220K Sell
6,134
-343
-5% -$12.2K 0.01% 473
2023
Q3 		$261K Sell
6,477
-224
-3% -$9.49K 0.01% 427
2023
Q2 		$289K Buy
6,701
+562
+9% +$23.1K 0.01% 436
2023
Q1 		$263K Buy
+6,139
New +$254K 0.01% 428
2022
Q3 		– Sell
-1,045
Closed -$31K – 548
2022
Q2 		$31K Buy
+1,045
New +$34.4K ﹤0.01% 764
2021
Q4 		– Sell
-1,384
Closed -$53K – 406
2021
Q3 		$53K Buy
1,384
+11
+0.8% +$437 ﹤0.01% 566
2021
Q2 		$59K Buy
1,373
+88
+7% +$3.88K ﹤0.01% 534
2021
Q1 		$52K Buy
1,285
+63
+5% +$2.46K ﹤0.01% 487
2020
Q4 		$42K Buy
1,222
+96
+9% +$3.25K ﹤0.01% 471
2020
Q3 		$38K Buy
1,126
+935
+490% +$32.1K ﹤0.01% 430
2020
Q2 		$6K Buy
+191
New +$5.03K ﹤0.01% 639
2020
Q1 		– Sell
-20
Closed -$1K – 774
2019
Q4 		$1K Sell
20
-29
-59% -$1.06K ﹤0.01% 700
2019
Q3 		$2K Buy
49
+19
+63% +$612 ﹤0.01% 720
2019
Q2 		$1K Buy
30
+11
+58% +$390 ﹤0.01% 819
2019
Q1 		$1K Buy
+19
New +$657 ﹤0.01% 730

Other funds holding BWA

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
AWA
Arbor Wealth Advisors Troy, Michigan $164M AUM 27.68% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
BDPWM
Barnes Dennig Private Wealth Management Cincinnati, Ohio $125M AUM 74.2% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

CX Institutional's BWA Position: Q2 2026 in Review

CX Institutional reduced its BorgWarner (BWA) stake by 1.3% in Q2 2026, selling an estimated $4.5K and leaving 5,579 shares worth $370K. The position accounts for 0.01% of the portfolio, ranked #551.

CX Institutional first reported a position in BWA in Q1 2019 and has held it in 24 quarters since. 112 funds tracked by Wall St. Rank hold BWA as of Q2 2026.

  • CX Institutional held 5,579 shares of BorgWarner worth $370K as of Q2 2026.
  • CX Institutional sold 71 BorgWarner shares in Q2 2026, an estimated $4.5K.
  • BorgWarner made up 0.01% of CX Institutional's portfolio in Q2 2026, its #551 holding.
  • CX Institutional first reported a position in BorgWarner in Q1 2019 and has held it in 24 quarters since.
  • 112 funds tracked by Wall St. Rank held BorgWarner as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.