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 Q3	$244K	Buy	4,061 +71	+2%	+$4.58K	0.13%	70
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%	-$10K	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

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return

Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Dynamic Wealth Strategies's BWA Position: Q3 2026 in Review

Dynamic Wealth Strategies increased its BorgWarner (BWA) stake by 1.8% in Q3 2026, buying an estimated $4.58K and bringing the position to 4,061 shares worth $244K. The position accounts for 0.13% of the portfolio, ranked #70.

Dynamic Wealth Strategies first reported a position in BWA in Q4 2023 and has held it in 11 quarters since. The position peaked at $265K in Q2 2026. 383 funds tracked by Wall St. Rank hold BWA as of Q3 2026.

Dynamic Wealth Strategies held 4,061 shares of BorgWarner worth $244K as of Q3 2026.
Dynamic Wealth Strategies bought 71 BorgWarner shares in Q3 2026, an estimated $4.58K.
BorgWarner made up 0.13% of Dynamic Wealth Strategies's portfolio in Q3 2026, its #70 holding.
Dynamic Wealth Strategies first reported a position in BorgWarner in Q4 2023 and has held it in 11 quarters since.
Dynamic Wealth Strategies's BorgWarner position peaked at $265K in Q2 2026.
383 funds tracked by Wall St. Rank held BorgWarner as of Q3 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q3 2026, filed 16 Oct 2026.