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Flatrock Wealth Partners’s BorgWarner BWA Stock Holding History

Flatrock Wealth Partners’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 		$240K Sell
3,619
-689
-16% -$43.6K 0.09% 143
2026
Q1 		$234K Sell
4,308
-747
-15% -$39.4K 0.11% 135
2025
Q4 		$228K Buy
+5,055
New +$221K 0.11% 144

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

Flatrock Wealth Partners's BWA Position: Q2 2026 in Review

Flatrock Wealth Partners reduced its BorgWarner (BWA) stake by 16% in Q2 2026, selling an estimated $43.6K and leaving 3,619 shares worth $240K. The position accounts for 0.09% of the portfolio, ranked #143.

Flatrock Wealth Partners 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.

  • Flatrock Wealth Partners held 3,619 shares of BorgWarner worth $240K as of Q2 2026.
  • Flatrock Wealth Partners sold 689 BorgWarner shares in Q2 2026, an estimated $43.6K.
  • BorgWarner made up 0.09% of Flatrock Wealth Partners's portfolio in Q2 2026, its #143 holding.
  • Flatrock Wealth Partners 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 Flatrock Wealth Partners's 13F filing for Q2 2026, filed 14 Aug 2026.