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 Q2	$2.47M	Sell	37,210 -13,721	-27%	-$869K	﹤0.01%	1271
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

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

Focus Partners Wealth reduced its BorgWarner (BWA) stake by 27% in Q2 2026, selling an estimated $869K and leaving 37,210 shares worth $2.47M. The position accounts for ﹤0.01% of the portfolio, ranked #1271.

Focus Partners Wealth first reported a position in BWA in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.76M in Q1 2026. 816 funds tracked by Wall St. Rank hold BWA as of Q2 2026.

Focus Partners Wealth held 37,210 shares of BorgWarner worth $2.47M as of Q2 2026.
Focus Partners Wealth sold 13,721 BorgWarner shares in Q2 2026, an estimated $869K.
BorgWarner made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1271 holding.
Focus Partners Wealth first reported a position in BorgWarner in Q3 2024 and has held it in 7 quarters since.
Focus Partners Wealth's BorgWarner position peaked at $2.76M in Q1 2026.
816 funds tracked by Wall St. Rank held BorgWarner as of Q2 2026.

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