EP Wealth Advisors’s BorgWarner BWA Stock Holding History

EP Wealth Advisors’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	$776K	Sell	14,308 -2,052	-13%	-$108K	﹤0.01%	723
2025 Q4	$737K	Buy	+16,360	New	+$717K	﹤0.01%	714
2025 Q2	$384K	Sell	11,461 -1,253	-10%	-$38.4K	﹤0.01%	900
2025 Q1	$364K	Buy	12,714 +2,152	+20%	+$65.3K	﹤0.01%	827
2024 Q4	$336K	Buy	10,562 +578	+6%	+$19.7K	﹤0.01%	824
2024 Q3	$362K	Buy	+9,984	New	+$329K	﹤0.01%	795
2015 Q3	–	Sell	-207,377	Closed	-$10.4M	–	141
2015 Q2	$10.4M	Buy	207,377 +9,873	+5%	+$527K	1.94%	23
2015 Q1	$10.5M	Buy	197,504 +80,988	+70%	+$4.12M	1.98%	21
2014 Q4	$5.64M	Sell	116,516 -70,237	-38%	-$3.42M	0.93%	40
2014 Q3	$8.65M	Buy	186,753 +13,426	+8%	+$736K	1.4%	27
2014 Q2	$9.95M	Buy	173,327 +10,692	+7%	+$589K	2.31%	18
2014 Q1	$8.8M	Buy	+162,635	New	+$8.3M	2.41%	22

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

EP Wealth Advisors's BWA Position: Q1 2026 in Review

EP Wealth Advisors reduced its BorgWarner (BWA) stake by 13% in Q1 2026, selling an estimated $108K and leaving 14,308 shares worth $776K. The position accounts for ﹤0.01% of the portfolio, ranked #723.

EP Wealth Advisors first reported a position in BWA in Q1 2014 and has held it in 12 quarters since. The position peaked at $10.5M in Q1 2015. 711 funds tracked by Wall St. Rank hold BWA as of Q1 2026.

EP Wealth Advisors held 14,308 shares of BorgWarner worth $776K as of Q1 2026.
EP Wealth Advisors sold 2,052 BorgWarner shares in Q1 2026, an estimated $108K.
BorgWarner made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #723 holding.
EP Wealth Advisors first reported a position in BorgWarner in Q1 2014 and has held it in 12 quarters since.
EP Wealth Advisors's BorgWarner position peaked at $10.5M in Q1 2015.
711 funds tracked by Wall St. Rank held BorgWarner as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.