Focus Partners Wealth
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Focus Partners Wealth’s BorgWarner BWA Stock Holding History

Focus Partners 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
Q1 		$2.76M Sell
50,931
-2,940
-5% -$155K ﹤0.01% 1169
2025
Q4 		$2.43M Buy
53,871
+9,733
+22% +$426K ﹤0.01% 1240
2025
Q3 		$1.92M Buy
44,138
+28,584
+184% +$1.14M ﹤0.01% 1029
2025
Q2 		$521K Buy
+15,554
New +$477K ﹤0.01% 1423
2025
Q1 		– Sell
-10,759
Closed -$342K – 1918
2024
Q4 		$342K Buy
10,759
+3,080
+40% +$105K ﹤0.01% 1490
2024
Q3 		$279K Buy
+7,679
New +$253K ﹤0.01% 1353

Other funds holding BWA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Focus Partners Wealth's BWA Position: Q1 2026 in Review

Focus Partners Wealth reduced its BorgWarner (BWA) stake by 5.5% in Q1 2026, selling an estimated $155K and leaving 50,931 shares worth $2.76M. The position accounts for ﹤0.01% of the portfolio, ranked #1169.

Focus Partners Wealth first reported a position in BWA in Q3 2024 and has held it in 6 quarters since. 710 funds tracked by Wall St. Rank hold BWA as of Q1 2026.

  • Focus Partners Wealth held 50,931 shares of BorgWarner worth $2.76M as of Q1 2026.
  • Focus Partners Wealth sold 2,940 BorgWarner shares in Q1 2026, an estimated $155K.
  • BorgWarner made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1169 holding.
  • Focus Partners Wealth first reported a position in BorgWarner in Q3 2024 and has held it in 6 quarters since.
  • 710 funds tracked by Wall St. Rank held BorgWarner as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.