EWA
BWA icon

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
Q2 		– Sell
-14,308
Closed -$776K – 1740
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
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 $3.37T AUM 44.26% 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

EP Wealth Advisors's BWA Position: Q2 2026 in Review

EP Wealth Advisors sold out of BorgWarner (BWA) in Q2 2026, closing a stake of 14,308 shares — an estimated $776K sold.

EP Wealth Advisors first reported a position in BWA in Q1 2014 and held it in 12 quarters. The position peaked at $10.5M in Q1 2015. 817 funds tracked by Wall St. Rank hold BWA as of Q2 2026.

  • EP Wealth Advisors reported no remaining BorgWarner position as of Q2 2026 after selling out during the quarter.
  • EP Wealth Advisors sold 14,308 BorgWarner shares in Q2 2026, an estimated $776K.
  • EP Wealth Advisors first reported a position in BorgWarner in Q1 2014 and held it in 12 quarters.
  • EP Wealth Advisors's BorgWarner position peaked at $10.5M in Q1 2015.
  • 817 funds tracked by Wall St. Rank held BorgWarner as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.