Ellevest Inc’s BorgWarner BWA Stock Holding History

Ellevest Inc’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	$267K	Buy	+4,927	New	+$260K	0.04%	345
2023 Q2	–	Sell	-362	Closed	-$15.7K	–	550
2023 Q1	$15.7K	Hold	362	–	–	﹤0.01%	918
2022 Q4	$12.8K	Buy	362 +278	+331%	+$9.46K	﹤0.01%	970
2022 Q3	$2K	Buy	84 +62	+282%	+$2K	﹤0.01%	1319
2022 Q2	$1K	Sell	22 -254	-92%	-$8.37K	﹤0.01%	1216
2022 Q1	$9K	Buy	276 +198	+254%	+$7.4K	﹤0.01%	901
2021 Q4	$3K	Buy	78 +60	+333%	+$2.41K	﹤0.01%	1081
2021 Q3	$1K	Buy	+18	New	+$716	﹤0.01%	1234

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

Ellevest Inc's BWA Position: Q1 2026 in Review

Ellevest Inc opened a new position in BorgWarner (BWA) in Q1 2026: 4,927 shares worth $267K. The stake represents 0.04% of the portfolio and ranks #345 among its holdings. This is a return to the name: Ellevest Inc previously reported a position in BWA as recently as Q1 2023.

Ellevest Inc first reported a position in BWA in Q3 2021 and has held it in 8 quarters since. 711 funds tracked by Wall St. Rank hold BWA as of Q1 2026.

Ellevest Inc held 4,927 shares of BorgWarner worth $267K as of Q1 2026.
BorgWarner was a new Ellevest Inc position in Q1 2026.
BorgWarner made up 0.04% of Ellevest Inc's portfolio in Q1 2026, its #345 holding.
Ellevest Inc first reported a position in BorgWarner in Q3 2021 and has held it in 8 quarters since.
711 funds tracked by Wall St. Rank held BorgWarner as of Q1 2026.

Based on Ellevest Inc's 13F filing for Q1 2026, filed 11 May 2026.