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Everhart Financial Group’s BorgWarner BWA Stock Holding History

Everhart Financial Group’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 		$299K Hold
4,508
– – 0.02% 368
2026
Q1 		$245K Buy
+4,508
New +$238K 0.02% 405

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AWA
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Everhart Financial Group's BWA Position: Q2 2026 in Review

Everhart Financial Group held its BorgWarner (BWA) position steady in Q2 2026 at 4,508 shares worth $299K. The position accounts for 0.02% of the portfolio, ranked #368.

Everhart Financial Group first reported a position in BWA in Q1 2026 and has held it in 2 quarters since. 123 funds tracked by Wall St. Rank hold BWA as of Q2 2026.

  • Everhart Financial Group held 4,508 shares of BorgWarner worth $299K as of Q2 2026.
  • Everhart Financial Group left its BorgWarner share count unchanged in Q2 2026.
  • BorgWarner made up 0.02% of Everhart Financial Group's portfolio in Q2 2026, its #368 holding.
  • Everhart Financial Group first reported a position in BorgWarner in Q1 2026 and has held it in 2 quarters since.
  • 123 funds tracked by Wall St. Rank held BorgWarner as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.