Envestnet Portfolio Solutions
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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
Q2 		$305K Buy
4,598
+622
+16% +$39.4K ﹤0.01% 1184
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Envestnet Portfolio Solutions's BWA Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its BorgWarner (BWA) stake by 16% in Q2 2026, buying an estimated $39.4K and bringing the position to 4,598 shares worth $305K. The position accounts for ﹤0.01% of the portfolio, ranked #1184.

Envestnet Portfolio Solutions first reported a position in BWA in Q3 2023 and has held it in 12 quarters since. The position peaked at $556K in Q4 2024. 817 funds tracked by Wall St. Rank hold BWA as of Q2 2026.

  • Envestnet Portfolio Solutions held 4,598 shares of BorgWarner worth $305K as of Q2 2026.
  • Envestnet Portfolio Solutions bought 622 BorgWarner shares in Q2 2026, an estimated $39.4K.
  • BorgWarner made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #1184 holding.
  • Envestnet Portfolio Solutions first reported a position in BorgWarner in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's BorgWarner position peaked at $556K in Q4 2024.
  • 817 funds tracked by Wall St. Rank held BorgWarner as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.