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 Q3	$472K	Buy	7,849 +288	+4%	+$18.6K	0.22%	76
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

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AWA

Arbor Wealth Advisors Troy, Michigan $161M AUM 16.28% 1-Year Est. Return

Triasima Portfolio Management Montreal, Quebec, Canada $758M AUM 48.16% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

KAM

Kopion Asset Management Mckinney, Texas $156M AUM 4.73% 1-Year Est. Return

Lipe & Dalton Syracuse, New York $216M AUM 27.72% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Essential Partners's BWA Position: Q3 2026 in Review

Essential Partners increased its BorgWarner (BWA) stake by 3.8% in Q3 2026, buying an estimated $18.6K and bringing the position to 7,849 shares worth $472K. The position accounts for 0.22% of the portfolio, ranked #76.

Essential Partners first reported a position in BWA in Q2 2025 and has held it in 6 quarters since. The position peaked at $503K in Q1 2026. 80 funds tracked by Wall St. Rank hold BWA as of Q3 2026.

Essential Partners held 7,849 shares of BorgWarner worth $472K as of Q3 2026.
Essential Partners bought 288 BorgWarner shares in Q3 2026, an estimated $18.6K.
BorgWarner made up 0.22% of Essential Partners's portfolio in Q3 2026, its #76 holding.
Essential Partners first reported a position in BorgWarner in Q2 2025 and has held it in 6 quarters since.
Essential Partners's BorgWarner position peaked at $503K in Q1 2026.
80 funds tracked by Wall St. Rank held BorgWarner as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.