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GeoWealth Management’s BorgWarner BWA Stock Holding History

GeoWealth Management’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 		– Sell
-6,573
Closed -$357K – 898
2026
Q1 		$357K Sell
6,573
-7,612
-54% -$401K 0.01% 554
2025
Q4 		$639K Sell
14,185
-20,510
-59% -$898K 0.02% 384
2025
Q3 		$1.53M Buy
+34,695
New +$1.39M 0.06% 215
2025
Q1 		– Sell
-1,118
Closed -$35.5K – 1159
2024
Q4 		$35.5K Sell
1,118
-13
-1% -$443 ﹤0.01% 1252
2024
Q3 		$41K Buy
+1,131
New +$37.3K ﹤0.01% 1129
2023
Q3 		– Sell
-598
Closed -$26K – 489
2023
Q2 		$26K Buy
598
+104
+21% +$4.28K ﹤0.01% 358
2023
Q1 		$21K Buy
+494
New +$20.5K ﹤0.01% 317
2021
Q3 		– Sell
-1,408
Closed -$61K – 395
2021
Q2 		$61K Buy
+1,408
New +$62K 0.01% 246

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

GeoWealth Management's BWA Position: Q2 2026 in Review

GeoWealth Management sold out of BorgWarner (BWA) in Q2 2026, closing a stake of 6,573 shares — an estimated $357K sold.

GeoWealth Management first reported a position in BWA in Q2 2021 and held it in 8 quarters. The position peaked at $1.53M in Q3 2025. 817 funds tracked by Wall St. Rank hold BWA as of Q2 2026.

  • GeoWealth Management reported no remaining BorgWarner position as of Q2 2026 after selling out during the quarter.
  • GeoWealth Management sold 6,573 BorgWarner shares in Q2 2026, an estimated $357K.
  • GeoWealth Management first reported a position in BorgWarner in Q2 2021 and held it in 8 quarters.
  • GeoWealth Management's BorgWarner position peaked at $1.53M in Q3 2025.
  • 817 funds tracked by Wall St. Rank held BorgWarner as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.