ECM
BWA icon

Evergreen Capital Management’s BorgWarner BWA Stock Holding History

Evergreen Capital 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
Q2 		$1.2M Sell
18,030
-566
-3% -$35.9K 0.02% 472
2026
Q1 		$1.01M Buy
18,596
+975
+6% +$51.4K 0.02% 486
2025
Q4 		$794K Sell
17,621
-1,633
-8% -$71.5K 0.02% 537
2025
Q3 		$846K Buy
19,254
+4,126
+27% +$165K 0.02% 451
2025
Q2 		$506K Buy
+15,128
New +$464K 0.02% 552
2024
Q2 		– Sell
-104,879
Closed -$3.64M – 960
2024
Q1 		$3.64M Buy
104,879
+5,119
+5% +$167K 0.14% 165
2023
Q4 		$3.58M Sell
99,760
-5,287
-5% -$189K 0.15% 171
2023
Q3 		$4.24M Sell
105,047
-12,970
-11% -$549K 0.19% 146
2023
Q2 		$5.08M Buy
118,017
+1,754
+2% +$72.1K 0.21% 135
2023
Q1 		$5.03M Sell
116,263
-59,054
-34% -$2.45M 0.23% 128
2022
Q4 		$6.21M Sell
175,317
-63,248
-27% -$2.15M 0.29% 102
2022
Q3 		$6.59M Sell
238,565
-24,890
-9% -$803K 0.34% 86
2022
Q2 		$7.74M Buy
263,455
+9,014
+4% +$297K 0.4% 78
2022
Q1 		$8.71M Buy
254,441
+235,830
+1,267% +$8.81M 0.35% 86
2021
Q4 		$738K Sell
18,611
-19,184
-51% -$770K 0.03% 322
2021
Q3 		$1.44M Sell
37,795
-78,117
-67% -$3.11M 0.07% 244
2021
Q2 		$4.95M Buy
+115,912
New +$5.1M 0.24% 110

Other funds holding BWA

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SGK
Steigerwald Gordon & Koch Leesburg, Virginia $1.01B AUM 15.33% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Evergreen Capital Management's BWA Position: Q2 2026 in Review

Evergreen Capital Management reduced its BorgWarner (BWA) stake by 3% in Q2 2026, selling an estimated $35.9K and leaving 18,030 shares worth $1.2M. The position accounts for 0.02% of the portfolio, ranked #472.

Evergreen Capital Management first reported a position in BWA in Q2 2021 and has held it in 17 quarters since. The position peaked at $8.71M in Q1 2022. 171 funds tracked by Wall St. Rank hold BWA as of Q2 2026.

  • Evergreen Capital Management held 18,030 shares of BorgWarner worth $1.2M as of Q2 2026.
  • Evergreen Capital Management sold 566 BorgWarner shares in Q2 2026, an estimated $35.9K.
  • BorgWarner made up 0.02% of Evergreen Capital Management's portfolio in Q2 2026, its #472 holding.
  • Evergreen Capital Management first reported a position in BorgWarner in Q2 2021 and has held it in 17 quarters since.
  • Evergreen Capital Management's BorgWarner position peaked at $8.71M in Q1 2022.
  • 171 funds tracked by Wall St. Rank held BorgWarner as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.