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 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 $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Fortitude Family Office's BWA Position: Q1 2026 in Review

Fortitude Family Office increased its BorgWarner (BWA) stake by 172% in Q1 2026, buying an estimated $7.17K and bringing the position to 215 shares worth $11.7K. The position accounts for ﹤0.01% of the portfolio, ranked #600.

Fortitude Family Office first reported a position in BWA in Q4 2023 and has held it in 10 quarters since. 710 funds tracked by Wall St. Rank hold BWA as of Q1 2026.

Fortitude Family Office held 215 shares of BorgWarner worth $11.7K as of Q1 2026.
Fortitude Family Office bought 136 BorgWarner shares in Q1 2026, an estimated $7.17K.
BorgWarner made up ﹤0.01% of Fortitude Family Office's portfolio in Q1 2026, its #600 holding.
Fortitude Family Office first reported a position in BorgWarner in Q4 2023 and has held it in 10 quarters since.
710 funds tracked by Wall St. Rank held BorgWarner as of Q1 2026.

Based on Fortitude Family Office's 13F filing for Q1 2026, filed 16 Apr 2026.