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Elevation Wealth Partners’s BorgWarner BWA Stock Holding History

Elevation Wealth 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
2026
Q3 		$14.7K Buy
244
+136
+126% +$8.77K ﹤0.01% 764
2026
Q2 		$7.17K Buy
108
+87
+414% +$5.51K ﹤0.01% 922
2026
Q1 		$1.14K Buy
+21
New +$1.11K ﹤0.01% 986

Other funds holding BWA

FCT
First Community Trust Dubuque, Iowa $300M AUM 39.19% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Elevation Wealth Partners's BWA Position: Q3 2026 in Review

Elevation Wealth Partners increased its BorgWarner (BWA) stake by 126% in Q3 2026, buying an estimated $8.77K and bringing the position to 244 shares worth $14.7K. The position accounts for ﹤0.01% of the portfolio, ranked #764.

Elevation Wealth Partners first reported a position in BWA in Q1 2026 and has held it in 3 quarters since. 18 funds tracked by Wall St. Rank hold BWA as of Q3 2026.

  • Elevation Wealth Partners held 244 shares of BorgWarner worth $14.7K as of Q3 2026.
  • Elevation Wealth Partners bought 136 BorgWarner shares in Q3 2026, an estimated $8.77K.
  • BorgWarner made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #764 holding.
  • Elevation Wealth Partners first reported a position in BorgWarner in Q1 2026 and has held it in 3 quarters since.
  • 18 funds tracked by Wall St. Rank held BorgWarner as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.