Fortitude Family Office’s BorgWarner BWA Stock Holding History

Fortitude Family Office’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	$34K	Buy	512 +297	+138%	+$18.8K	0.01%	375
2026 Q1	$11.7K	Buy	215 +136	+172%	+$7.17K	﹤0.01%	600
2025 Q4	$3.56K	Sell	79 -5	-6%	-$219	﹤0.01%	944
2025 Q3	$3.69K	Buy	84 +6	+8%	+$240	﹤0.01%	932
2025 Q2	$2.61K	Sell	78 -10	-11%	-$307	﹤0.01%	1062
2025 Q1	$2.52K	Hold	88	–	–	﹤0.01%	884
2024 Q4	$2.8K	Hold	88	–	–	﹤0.01%	971
2024 Q3	$3.19K	Hold	88	–	–	﹤0.01%	911
2024 Q2	$2.84K	Hold	88	–	–	﹤0.01%	740
2024 Q1	$3.06K	Hold	88	–	–	﹤0.01%	747
2023 Q4	$3.15K	Buy	+88	New	+$3.14K	﹤0.01%	806

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 $3.38T AUM 44.17% 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

Fortitude Family Office's BWA Position: Q2 2026 in Review

Fortitude Family Office increased its BorgWarner (BWA) stake by 138% in Q2 2026, buying an estimated $18.8K and bringing the position to 512 shares worth $34K. The position accounts for 0.01% of the portfolio, ranked #375.

Fortitude Family Office first reported a position in BWA in Q4 2023 and has held it in 11 quarters since. 817 funds tracked by Wall St. Rank hold BWA as of Q2 2026.

Fortitude Family Office held 512 shares of BorgWarner worth $34K as of Q2 2026.
Fortitude Family Office bought 297 BorgWarner shares in Q2 2026, an estimated $18.8K.
BorgWarner made up 0.01% of Fortitude Family Office's portfolio in Q2 2026, its #375 holding.
Fortitude Family Office first reported a position in BorgWarner in Q4 2023 and has held it in 11 quarters since.
817 funds tracked by Wall St. Rank held BorgWarner as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.