Envestnet Portfolio Solutions
BWA icon

Envestnet Portfolio Solutions’s BorgWarner BWA Stock Holding History

Envestnet Portfolio Solutions’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 		$216K Sell
3,976
-7,137
-64% -$376K ﹤0.01% 1249
2025
Q4 		$501K Buy
11,113
+176
+2% +$7.71K ﹤0.01% 1059
2025
Q3 		$481K Buy
10,937
+356
+3% +$14.2K ﹤0.01% 1051
2025
Q2 		$354K Sell
10,581
-267
-2% -$8.19K ﹤0.01% 1264
2025
Q1 		$311K Sell
10,848
-6,639
-38% -$201K ﹤0.01% 1275
2024
Q4 		$556K Buy
17,487
+7,722
+79% +$263K ﹤0.01% 1190
2024
Q3 		$354K Buy
9,765
+1,321
+16% +$43.6K ﹤0.01% 1368
2024
Q2 		$272K Buy
8,444
+1,340
+19% +$46.4K ﹤0.01% 1431
2024
Q1 		$247K Sell
7,104
-3,059
-30% -$100K ﹤0.01% 1459
2023
Q4 		$364K Sell
10,163
-1,904
-16% -$68K ﹤0.01% 1194
2023
Q3 		$487K Buy
+12,067
New +$511K ﹤0.01% 1001

Other funds holding BWA

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
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
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return