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Essential Partners’s BorgWarner BWA Stock Holding History

Essential Partners’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 		$502K Sell
7,561
-1,708
-18% -$108K 0.23% 73
2026
Q1 		$503K Sell
9,269
-1,011
-10% -$53.3K 0.17% 144
2025
Q4 		$463K Buy
10,280
+1,922
+23% +$84.2K 0.14% 197
2025
Q3 		$367K Buy
8,358
+5,954
+248% +$238K 0.12% 217
2025
Q2 		$80.5K Buy
+2,404
New +$73.7K 0.03% 381

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

Essential Partners's BWA Position: Q2 2026 in Review

Essential Partners reduced its BorgWarner (BWA) stake by 18% in Q2 2026, selling an estimated $108K and leaving 7,561 shares worth $502K. The position accounts for 0.23% of the portfolio, ranked #73.

Essential Partners first reported a position in BWA in Q2 2025 and has held it in 5 quarters since. The position peaked at $503K in Q1 2026. 815 funds tracked by Wall St. Rank hold BWA as of Q2 2026.

  • Essential Partners held 7,561 shares of BorgWarner worth $502K as of Q2 2026.
  • Essential Partners sold 1,708 BorgWarner shares in Q2 2026, an estimated $108K.
  • BorgWarner made up 0.23% of Essential Partners's portfolio in Q2 2026, its #73 holding.
  • Essential Partners first reported a position in BorgWarner in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's BorgWarner position peaked at $503K in Q1 2026.
  • 815 funds tracked by Wall St. Rank held BorgWarner as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.