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Edgestream Partners’s BorgWarner BWA Stock Holding History

Edgestream Partners’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
2025
Q4 		– Sell
-204,716
Closed -$9M – 958
2025
Q3 		$9M Buy
204,716
+95,287
+87% +$3.81M 0.26% 83
2025
Q2 		$3.66M Sell
109,429
-86,172
-44% -$2.64M 0.1% 378
2025
Q1 		$5.6M Sell
195,601
-16,484
-8% -$500K 0.19% 200
2024
Q4 		$6.74M Buy
212,085
+103,825
+96% +$3.53M 0.29% 73
2024
Q3 		$3.93M Sell
108,260
-85,473
-44% -$2.82M 0.17% 194
2024
Q2 		$6.25M Buy
193,733
+127,212
+191% +$4.4M 0.3% 70
2024
Q1 		$2.31M Buy
66,521
+53,721
+420% +$1.76M 0.12% 302
2023
Q4 		$459K Buy
12,800
+6,116
+92% +$218K 0.03% 632
2023
Q3 		$270K Sell
6,684
-5,310
-44% -$225K 0.02% 736
2023
Q2 		$516K Buy
+11,994
New +$493K 0.05% 522
2022
Q4 		– Sell
-153,522
Closed -$4.24M – 514
2022
Q3 		$4.24M Buy
153,522
+145,310
+1,769% +$4.69M 0.33% 100
2022
Q2 		$241K Sell
8,212
-129,202
-94% -$4.26M 0.02% 472
2022
Q1 		$4.71M Buy
137,414
+132,093
+2,482% +$4.93M 0.37% 75
2021
Q4 		$211K Sell
5,321
-13,045
-71% -$524K 0.01% 463
2021
Q3 		$699K Buy
+18,366
New +$730K 0.04% 359
2021
Q2 		– Sell
-84,207
Closed -$3.44M – 443
2021
Q1 		$3.44M Sell
84,207
-226,031
-73% -$8.81M 0.19% 191
2020
Q4 		$10.6M Buy
310,238
+259,803
+515% +$8.81M 0.53% 54
2020
Q3 		$1.72M Buy
+50,435
New +$1.73M 0.11% 193

Other funds holding BWA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Edgestream Partners's BWA Position: Q4 2025 in Review

Edgestream Partners sold out of BorgWarner (BWA) in Q4 2025, closing a stake of 204,716 shares — an estimated $9M sold.

Edgestream Partners first reported a position in BWA in Q3 2020 and held it in 18 quarters. The position peaked at $10.6M in Q4 2020. 671 funds tracked by Wall St. Rank hold BWA as of Q4 2025.

  • Edgestream Partners reported no remaining BorgWarner position as of Q4 2025 after selling out during the quarter.
  • Edgestream Partners sold 204,716 BorgWarner shares in Q4 2025, an estimated $9M.
  • Edgestream Partners first reported a position in BorgWarner in Q3 2020 and held it in 18 quarters.
  • Edgestream Partners's BorgWarner position peaked at $10.6M in Q4 2020.
  • 671 funds tracked by Wall St. Rank held BorgWarner as of Q4 2025.

Based on Edgestream Partners's 13F filing for Q4 2025, filed 13 Feb 2026.