DWM
BWA icon

Dogwood Wealth Management’s BorgWarner BWA Stock Holding History

Dogwood Wealth 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 		$12.7K Buy
191
+33
+21% +$2.09K 0.01% 332
2026
Q1 		$8.57K Buy
158
+36
+30% +$1.9K ﹤0.01% 371
2025
Q4 		$5.5K Buy
122
+42
+53% +$1.84K ﹤0.01% 402
2025
Q3 		$3.52K Hold
80
– – ﹤0.01% 451
2025
Q2 		$2.82K Buy
+80
New +$2.45K ﹤0.01% 529

Other funds holding BWA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Dogwood Wealth Management's BWA Position: Q2 2026 in Review

Dogwood Wealth Management increased its BorgWarner (BWA) stake by 21% in Q2 2026, buying an estimated $2.09K and bringing the position to 191 shares worth $12.7K. The position accounts for 0.01% of the portfolio, ranked #332.

Dogwood Wealth Management first reported a position in BWA in Q2 2025 and has held it in 5 quarters since. 817 funds tracked by Wall St. Rank hold BWA as of Q2 2026.

  • Dogwood Wealth Management held 191 shares of BorgWarner worth $12.7K as of Q2 2026.
  • Dogwood Wealth Management bought 33 BorgWarner shares in Q2 2026, an estimated $2.09K.
  • BorgWarner made up 0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #332 holding.
  • Dogwood Wealth Management first reported a position in BorgWarner in Q2 2025 and has held it in 5 quarters since.
  • 817 funds tracked by Wall St. Rank held BorgWarner as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.