Evercore Wealth Management’s BorgWarner BWA Stock Holding History

Evercore Wealth Management’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	–	Sell	-36,221	Closed	-$1.63M	–	424
2025 Q4	$1.63M	Sell	36,221 -5,135	-12%	-$225K	0.02%	176
2025 Q3	$1.82M	Sell	41,356 -4,670	-10%	-$187K	0.03%	164
2025 Q2	$1.54M	Sell	46,026 -24,980	-35%	-$766K	0.02%	180
2025 Q1	$2.03M	Sell	71,006 -1,112,542	-94%	-$33.7M	0.03%	154
2024 Q4	$37.6M	Sell	1,183,548 -34,951	-3%	-$1.19M	0.56%	39
2024 Q3	$44.2M	Sell	1,218,499 -35,128	-3%	-$1.16M	0.66%	38
2024 Q2	$40.4M	Sell	1,253,627 -27,594	-2%	-$955K	0.64%	40
2024 Q1	$44.5M	Buy	1,281,221 +6,703	+0.5%	+$219K	0.7%	40
2023 Q4	$45.7M	Sell	1,274,518 -42,105	-3%	-$1.5M	0.77%	40
2023 Q3	$53.2M	Sell	1,316,623 -143,919	-10%	-$6.1M	1%	38
2023 Q2	$62.9M	Buy	1,460,542 +4,041	+0.3%	+$166K	1.15%	33
2023 Q1	$63M	Sell	1,456,501 -9,774	-0.7%	-$405K	1.26%	34
2022 Q4	$52M	Buy	1,466,275 +35,844	+3%	+$1.22M	1.09%	35
2022 Q3	$39.5M	Buy	1,430,431 +1,722	+0.1%	+$55.6K	0.89%	37
2022 Q2	$42M	Sell	1,428,709 -97,808	-6%	-$3.22M	0.88%	38
2022 Q1	$52.3M	Buy	1,526,517 +153,854	+11%	+$5.75M	0.92%	40
2021 Q4	$54.5M	Sell	1,372,663 -19,089	-1%	-$767K	0.89%	39
2021 Q3	$52.9M	Buy	1,391,752 +81,015	+6%	+$3.22M	0.96%	38
2021 Q2	$56M	Buy	1,310,737 +30,304	+2%	+$1.33M	1.02%	36
2021 Q1	$52.3M	Buy	1,280,433 +109,820	+9%	+$4.28M	1.04%	36
2020 Q4	$39.8M	Buy	1,170,613 +37,571	+3%	+$1.27M	0.86%	39
2020 Q3	$38.6M	Buy	1,133,042 +18,774	+2%	+$645K	0.95%	37
2020 Q2	$34.6M	Buy	1,114,268 +3,923	+0.4%	+$103K	0.93%	37
2020 Q1	$23.8M	Sell	1,110,345 -233,984	-17%	-$6.77M	0.79%	37
2019 Q4	$51.3M	Buy	1,344,329 +161,993	+14%	+$5.94M	1.38%	29
2019 Q3	$38.2M	Buy	+1,182,336	New	+$38.1M	1.12%	33
2016 Q4	–	Sell	-361	Closed	-$11K	–	1020
2016 Q3	$11K	Hold	361	–	–	﹤0.01%	859
2016 Q2	$9K	Buy	+361	New	+$10.9K	﹤0.01%	859
2016 Q1	–	Sell	-2,185	Closed	-$83K	–	947
2015 Q4	$83K	Sell	2,185 -6,727	-75%	-$252K	﹤0.01%	505
2015 Q3	$327K	Sell	8,912 -806	-8%	-$33.5K	0.02%	316
2015 Q2	$486K	Buy	9,718 +3,794	+64%	+$202K	0.02%	275
2015 Q1	$315K	Buy	5,924 +999	+20%	+$50.9K	0.01%	344
2014 Q4	$239K	Buy	4,925 +3,159	+179%	+$154K	0.01%	332
2014 Q3	$81K	Buy	1,766 +403	+30%	+$22.1K	﹤0.01%	539
2014 Q2	$78K	Hold	1,363	–	–	﹤0.01%	543
2014 Q1	$74K	Hold	1,363	–	–	﹤0.01%	530
2013 Q4	$67K	Hold	1,363	–	–	﹤0.01%	518
2013 Q3	$61K	Sell	1,363 -682	-33%	-$28.6K	﹤0.01%	550
2013 Q2	$78K	Buy	+2,045	New	+$71.9K	﹤0.01%	514

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

Evercore Wealth Management's BWA Position: Q1 2026 in Review

Evercore Wealth Management sold out of BorgWarner (BWA) in Q1 2026, closing a stake of 36,221 shares — an estimated $1.63M sold.

Evercore Wealth Management first reported a position in BWA in Q2 2013 and held it in 39 quarters. The position peaked at $63M in Q1 2023. 711 funds tracked by Wall St. Rank hold BWA as of Q1 2026.

Evercore Wealth Management reported no remaining BorgWarner position as of Q1 2026 after selling out during the quarter.
Evercore Wealth Management sold 36,221 BorgWarner shares in Q1 2026, an estimated $1.63M.
Evercore Wealth Management first reported a position in BorgWarner in Q2 2013 and held it in 39 quarters.
Evercore Wealth Management's BorgWarner position peaked at $63M in Q1 2023.
711 funds tracked by Wall St. Rank held BorgWarner as of Q1 2026.

Based on Evercore Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.