EWA
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EverSource Wealth Advisors’s BorgWarner BWA Stock Holding History

EverSource Wealth Advisors’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 		$517K Sell
7,783
-2,346
-23% -$149K 0.02% 551
2026
Q1 		$550K Sell
10,129
-788
-7% -$41.5K 0.02% 565
2025
Q4 		$492K Buy
10,917
+1,343
+14% +$58.8K 0.02% 549
2025
Q3 		$421K Buy
9,574
+4,043
+73% +$162K 0.02% 568
2025
Q2 		$185K Buy
5,531
+4,426
+401% +$136K 0.01% 890
2025
Q1 		$31.7K Buy
1,105
+487
+79% +$14.8K ﹤0.01% 1455
2024
Q4 		$19.6K Buy
618
+238
+63% +$8.1K ﹤0.01% 1631
2024
Q3 		$13.8K Sell
380
-9
-2% -$297 ﹤0.01% 1688
2024
Q2 		$13.7K Sell
389
-308
-44% -$10.7K ﹤0.01% 1691
2024
Q1 		$22.8K Buy
697
+216
+45% +$7.07K ﹤0.01% 1302
2023
Q4 		$17.2K Sell
481
-5
-1% -$178 ﹤0.01% 1304
2023
Q3 		$19.6K Sell
486
-98
-17% -$4.15K ﹤0.01% 1134
2023
Q2 		$25.1K Sell
584
-58
-9% -$2.38K ﹤0.01% 1061
2023
Q1 		$27.7K Buy
642
+10
+2% +$414 ﹤0.01% 972
2022
Q4 		$22.4K Buy
632
+230
+57% +$7.82K ﹤0.01% 1030
2022
Q3 		$11K Buy
402
+113
+39% +$3.65K ﹤0.01% 1087
2022
Q2 		$8K Buy
289
+120
+71% +$3.95K ﹤0.01% 1096
2022
Q1 		$5K Sell
169
-108
-39% -$4.04K ﹤0.01% 1224
2021
Q4 		$11K Buy
+277
New +$11.1K ﹤0.01% 917

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

EverSource Wealth Advisors's BWA Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its BorgWarner (BWA) stake by 23% in Q2 2026, selling an estimated $149K and leaving 7,783 shares worth $517K. The position accounts for 0.02% of the portfolio, ranked #551.

EverSource Wealth Advisors first reported a position in BWA in Q4 2021 and has held it in 19 quarters since. The position peaked at $550K in Q1 2026. 812 funds tracked by Wall St. Rank hold BWA as of Q2 2026.

  • EverSource Wealth Advisors held 7,783 shares of BorgWarner worth $517K as of Q2 2026.
  • EverSource Wealth Advisors sold 2,346 BorgWarner shares in Q2 2026, an estimated $149K.
  • BorgWarner made up 0.02% of EverSource Wealth Advisors's portfolio in Q2 2026, its #551 holding.
  • EverSource Wealth Advisors first reported a position in BorgWarner in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's BorgWarner position peaked at $550K in Q1 2026.
  • 812 funds tracked by Wall St. Rank held BorgWarner as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.