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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Dynamic Wealth Strategies's BWA Position: Q1 2026 in Review

Dynamic Wealth Strategies reduced its BorgWarner (BWA) stake by 16% in Q1 2026, selling an estimated $44.1K and leaving 4,415 shares worth $240K. The position accounts for 0.14% of the portfolio, ranked #73.

Dynamic Wealth Strategies first reported a position in BWA in Q4 2023 and has held it in 9 quarters since. 710 funds tracked by Wall St. Rank hold BWA as of Q1 2026.

Dynamic Wealth Strategies held 4,415 shares of BorgWarner worth $240K as of Q1 2026.
Dynamic Wealth Strategies sold 836 BorgWarner shares in Q1 2026, an estimated $44.1K.
BorgWarner made up 0.14% of Dynamic Wealth Strategies's portfolio in Q1 2026, its #73 holding.
Dynamic Wealth Strategies first reported a position in BorgWarner in Q4 2023 and has held it in 9 quarters since.
710 funds tracked by Wall St. Rank held BorgWarner as of Q1 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q1 2026, filed 13 May 2026.