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Evoke Wealth’s BorgWarner BWA Stock Holding History

Evoke Wealth’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 		– Sell
-7,772
Closed -$422K – 94
2026
Q1 		$422K Sell
7,772
-246
-3% -$13K 0.01% 448
2025
Q4 		$361K Buy
8,018
+82
+1% +$3.59K 0.01% 474
2025
Q3 		$349K Buy
7,936
+1,321
+20% +$52.8K 0.01% 472
2025
Q2 		$221K Buy
+6,615
New +$203K 0.01% 539
2022
Q4 		– Sell
-45
Closed -$1K – 478
2022
Q3 		$1K Sell
45
-90
-67% -$2.9K ﹤0.01% 1100
2022
Q2 		$4K Buy
135
+11
+9% +$362 ﹤0.01% 919
2022
Q1 		$4K Buy
124
+65
+110% +$2.43K ﹤0.01% 939
2021
Q4 		$2K Hold
59
– – ﹤0.01% 1026
2021
Q3 		$2K Hold
59
– – ﹤0.01% 988
2021
Q2 		$3K Sell
59
-7
-11% -$308 ﹤0.01% 971
2021
Q1 		$3K Hold
66
– – ﹤0.01% 933
2020
Q4 		$2K Buy
66
+14
+27% +$475 ﹤0.01% 874
2020
Q3 		$2K Sell
52
-45
-46% -$1.55K ﹤0.01% 828
2020
Q2 		$3K Sell
97
-39
-29% -$1.03K ﹤0.01% 774
2020
Q1 		$2.92K Buy
136
+33
+32% +$954 ﹤0.01% 733
2019
Q4 		$3.95K Hold
103
– – ﹤0.01% 961
2019
Q3 		$3.34K Buy
+103
New +$3.32K ﹤0.01% 1108

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

Evoke Wealth's BWA Position: Q2 2026 in Review

Evoke Wealth sold out of BorgWarner (BWA) in Q2 2026, closing a stake of 7,772 shares — an estimated $422K sold.

Evoke Wealth first reported a position in BWA in Q3 2019 and held it in 17 quarters. The position peaked at $422K in Q1 2026. 811 funds tracked by Wall St. Rank hold BWA as of Q2 2026.

  • Evoke Wealth reported no remaining BorgWarner position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 7,772 BorgWarner shares in Q2 2026, an estimated $422K.
  • Evoke Wealth first reported a position in BorgWarner in Q3 2019 and held it in 17 quarters.
  • Evoke Wealth's BorgWarner position peaked at $422K in Q1 2026.
  • 811 funds tracked by Wall St. Rank held BorgWarner as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.