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Family Management’s BorgWarner BWA Stock Holding History

Family 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 		$1.4M Buy
21,061
+1,511
+8% +$95.7K 0.14% 108
2026
Q1 		$1.06M Buy
19,550
+2,633
+16% +$139K 0.13% 109
2025
Q4 		$762K Buy
+16,917
New +$741K 0.1% 110

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

Family Management's BWA Position: Q2 2026 in Review

Family Management increased its BorgWarner (BWA) stake by 7.7% in Q2 2026, buying an estimated $95.7K and bringing the position to 21,061 shares worth $1.4M. The position accounts for 0.14% of the portfolio, ranked #108.

Family Management first reported a position in BWA in Q4 2025 and has held it in 3 quarters since. 812 funds tracked by Wall St. Rank hold BWA as of Q2 2026.

  • Family Management held 21,061 shares of BorgWarner worth $1.4M as of Q2 2026.
  • Family Management bought 1,511 BorgWarner shares in Q2 2026, an estimated $95.7K.
  • BorgWarner made up 0.14% of Family Management's portfolio in Q2 2026, its #108 holding.
  • Family Management first reported a position in BorgWarner in Q4 2025 and has held it in 3 quarters since.
  • 812 funds tracked by Wall St. Rank held BorgWarner as of Q2 2026.

Based on Family Management's 13F filing for Q2 2026, filed 14 Aug 2026.