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Ethic Inc’s BorgWarner BWA Stock Holding History

Ethic Inc’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 		$3.67M Sell
55,201
-316
-0.6% -$20K 0.05% 360
2026
Q1 		$3.01M Sell
55,517
-27,086
-33% -$1.43M 0.05% 363
2025
Q4 		$3.72M Buy
82,603
+10,641
+15% +$466K 0.06% 324
2025
Q3 		$3.16M Buy
71,962
+5,871
+9% +$235K 0.05% 353
2025
Q2 		$2.22M Sell
66,091
-8,093
-11% -$248K 0.04% 406
2025
Q1 		$2.12M Buy
74,184
+8,475
+13% +$257K 0.04% 404
2024
Q4 		$2.09M Buy
65,709
+4,642
+8% +$158K 0.04% 413
2024
Q3 		$2.12M Sell
61,067
-765
-1% -$25.2K 0.05% 378
2024
Q2 		$1.99M Buy
61,832
+765
+1% +$26.5K 0.05% 391
2024
Q1 		$2.12M Sell
61,067
-6,594
-10% -$216K 0.05% 378
2023
Q4 		$2.43M Buy
67,661
+26,392
+64% +$942K 0.07% 317
2023
Q3 		$1.67M Sell
41,269
-37,676
-48% -$1.6M 0.06% 356
2023
Q2 		$3.4M Sell
78,945
-3,374
-4% -$139K 0.13% 199
2023
Q1 		$3.56M Sell
82,319
-7,799
-9% -$323K 0.14% 183
2022
Q4 		$3.19M Buy
90,118
+66,427
+280% +$2.26M 0.17% 153
2022
Q3 		$655K Buy
23,691
+4,944
+26% +$159K 0.04% 426
2022
Q2 		$551K Sell
18,747
-7,524
-29% -$248K 0.04% 450
2022
Q1 		$900K Buy
26,271
+9,406
+56% +$351K 0.06% 330
2021
Q4 		$669K Buy
16,865
+8,470
+101% +$340K 0.05% 351
2021
Q3 		$319K Sell
8,395
-8,255
-50% -$328K 0.03% 459
2021
Q2 		$711K Buy
16,650
+6,127
+58% +$270K 0.09% 275
2021
Q1 		$429K Buy
+10,523
New +$410K 0.08% 304

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

Ethic Inc's BWA Position: Q2 2026 in Review

Ethic Inc reduced its BorgWarner (BWA) stake by 0.57% in Q2 2026, selling an estimated $20K and leaving 55,201 shares worth $3.67M. The position accounts for 0.05% of the portfolio, ranked #360.

Ethic Inc first reported a position in BWA in Q1 2021 and has held it in 22 quarters since. The position peaked at $3.72M in Q4 2025. 816 funds tracked by Wall St. Rank hold BWA as of Q2 2026.

  • Ethic Inc held 55,201 shares of BorgWarner worth $3.67M as of Q2 2026.
  • Ethic Inc sold 316 BorgWarner shares in Q2 2026, an estimated $20K.
  • BorgWarner made up 0.05% of Ethic Inc's portfolio in Q2 2026, its #360 holding.
  • Ethic Inc first reported a position in BorgWarner in Q1 2021 and has held it in 22 quarters since.
  • Ethic Inc's BorgWarner position peaked at $3.72M in Q4 2025.
  • 816 funds tracked by Wall St. Rank held BorgWarner as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.