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Evolve Private Wealth’s BorgWarner BWA Stock Holding History

Evolve Private 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 		$278K Sell
4,184
-10,732
-72% -$680K 0.02% 772
2026
Q1 		$809K Buy
14,916
+248
+2% +$13.1K 0.04% 397
2025
Q4 		$661K Buy
+14,668
New +$642K 0.04% 420

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

Evolve Private Wealth's BWA Position: Q2 2026 in Review

Evolve Private Wealth reduced its BorgWarner (BWA) stake by 72% in Q2 2026, selling an estimated $680K and leaving 4,184 shares worth $278K. The position accounts for 0.02% of the portfolio, ranked #772.

Evolve Private Wealth first reported a position in BWA in Q4 2025 and has held it in 3 quarters since. The position peaked at $809K in Q1 2026. 812 funds tracked by Wall St. Rank hold BWA as of Q2 2026.

  • Evolve Private Wealth held 4,184 shares of BorgWarner worth $278K as of Q2 2026.
  • Evolve Private Wealth sold 10,732 BorgWarner shares in Q2 2026, an estimated $680K.
  • BorgWarner made up 0.02% of Evolve Private Wealth's portfolio in Q2 2026, its #772 holding.
  • Evolve Private Wealth first reported a position in BorgWarner in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's BorgWarner position peaked at $809K in Q1 2026.
  • 812 funds tracked by Wall St. Rank held BorgWarner as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.