DiNuzzo Private Wealth’s BorgWarner BWA Stock Holding History

DiNuzzo Private Wealth’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	$3.45K	Hold	52	–	–	﹤0.01%	502
2026 Q1	$2.82K	Buy	52 +6	+13%	+$316	﹤0.01%	531
2025 Q4	$2.07K	Buy	46 +2	+5%	+$88	﹤0.01%	629
2025 Q3	$1.88K	Hold	44	–	–	﹤0.01%	646
2025 Q2	$1.47K	Buy	44 +3	+7%	+$92	﹤0.01%	726
2025 Q1	$1.18K	Sell	41 -2	-5%	-$61	﹤0.01%	768
2024 Q4	$1.37K	Buy	43 +4	+10%	+$136	﹤0.01%	738
2024 Q3	$1.42K	Sell	39 -1	-3%	-$33	﹤0.01%	735
2024 Q2	$1.29K	Buy	40 +8	+25%	+$277	﹤0.01%	690
2024 Q1	$1.11K	Sell	32 -5	-14%	-$164	﹤0.01%	692
2023 Q4	$1.33K	Buy	+37	New	+$1.32K	﹤0.01%	592

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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 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

CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 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