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Dynamic Wealth Strategies’s BorgWarner BWA Stock Holding History

Dynamic Wealth Strategies’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 		$265K Sell
3,990
-425
-10% -$26.9K 0.14% 70
2026
Q1 		$240K Sell
4,415
-836
-16% -$44.1K 0.14% 73
2025
Q4 		$237K Buy
5,251
+846
+19% +$37.1K 0.14% 70
2025
Q3 		$194K Sell
4,405
-599
-12% -$23.9K 0.13% 74
2025
Q2 		$168K Sell
5,004
-326
-6% -$9.99K 0.12% 75
2025
Q1 		$153K Buy
+5,330
New +$162K 0.13% 77
2024
Q4 		– Sell
-5,299
Closed -$192K – 88
2024
Q3 		$192K Sell
5,299
-401
-7% -$13.2K 0.16% 69
2024
Q2 		$184K Buy
5,700
+19
+0.3% +$658 0.16% 65
2024
Q1 		$197K Buy
5,681
+884
+18% +$28.9K 0.17% 63
2023
Q4 		$172K Buy
+4,797
New +$171K 0.16% 67

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 $3.37T AUM 44.26% 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

Dynamic Wealth Strategies's BWA Position: Q2 2026 in Review

Dynamic Wealth Strategies reduced its BorgWarner (BWA) stake by 9.6% in Q2 2026, selling an estimated $26.9K and leaving 3,990 shares worth $265K. The position accounts for 0.14% of the portfolio, ranked #70.

Dynamic Wealth Strategies first reported a position in BWA in Q4 2023 and has held it in 10 quarters since. 816 funds tracked by Wall St. Rank hold BWA as of Q2 2026.

  • Dynamic Wealth Strategies held 3,990 shares of BorgWarner worth $265K as of Q2 2026.
  • Dynamic Wealth Strategies sold 425 BorgWarner shares in Q2 2026, an estimated $26.9K.
  • BorgWarner made up 0.14% of Dynamic Wealth Strategies's portfolio in Q2 2026, its #70 holding.
  • Dynamic Wealth Strategies first reported a position in BorgWarner in Q4 2023 and has held it in 10 quarters since.
  • 816 funds tracked by Wall St. Rank held BorgWarner as of Q2 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q2 2026, filed 23 Jul 2026.