Dean Capital Management’s BorgWarner BWA Stock Holding History

Dean Capital Management’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	$2.25M	Sell	33,942 -8,370	-20%	-$530K	0.82%	63
2026 Q1	$2.3M	Sell	42,312 -19,534	-32%	-$1.03M	0.95%	49
2025 Q4	$2.79M	Buy	61,846 +1,915	+3%	+$83.9K	1.19%	19
2025 Q3	$2.63M	Hold	59,931	–	–	1.03%	24
2025 Q2	$2.01M	Buy	59,931 +3,208	+6%	+$98.3K	0.82%	51
2025 Q1	$1.63M	Buy	56,723 +1,278	+2%	+$38.8K	0.71%	75
2024 Q4	$1.76M	Buy	55,445 +6,907	+14%	+$235K	0.75%	56
2024 Q3	$1.76M	Buy	+48,538	New	+$1.6M	0.75%	60
2024 Q2	–	Sell	-48,538	Closed	-$1.69M	–	93
2024 Q1	$1.69M	Buy	48,538 +7,405	+18%	+$242K	0.98%	33
2023 Q4	$1.47M	Buy	41,133 +12,284	+43%	+$438K	0.91%	47
2023 Q3	$1.16M	Buy	+28,849	New	+$1.22M	0.87%	50

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 $3.37T AUM 44.26% 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

Dean Capital Management's BWA Position: Q2 2026 in Review

Dean Capital Management reduced its BorgWarner (BWA) stake by 20% in Q2 2026, selling an estimated $530K and leaving 33,942 shares worth $2.25M. The position accounts for 0.82% of the portfolio, ranked #63.

Dean Capital Management first reported a position in BWA in Q3 2023 and has held it in 11 quarters since. The position peaked at $2.79M in Q4 2025. 815 funds tracked by Wall St. Rank hold BWA as of Q2 2026.

Dean Capital Management held 33,942 shares of BorgWarner worth $2.25M as of Q2 2026.
Dean Capital Management sold 8,370 BorgWarner shares in Q2 2026, an estimated $530K.
BorgWarner made up 0.82% of Dean Capital Management's portfolio in Q2 2026, its #63 holding.
Dean Capital Management first reported a position in BorgWarner in Q3 2023 and has held it in 11 quarters since.
Dean Capital Management's BorgWarner position peaked at $2.79M in Q4 2025.
815 funds tracked by Wall St. Rank held BorgWarner as of Q2 2026.

Based on Dean Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.