Globeflex Capital’s BorgWarner BWA Stock Holding History

Globeflex Capital’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	-18,098	Closed	-$982K	–	404
2026 Q1	$982K	Sell	18,098 -20,016	-53%	-$1.06M	0.15%	158
2025 Q4	$1.72M	Hold	38,114	–	–	0.26%	100
2025 Q3	$1.68M	Buy	+38,114	New	+$1.52M	0.26%	107
2024 Q1	–	Sell	-5,130	Closed	-$184K	–	485
2023 Q4	$184K	Hold	5,130	–	–	0.02%	330
2023 Q3	$207K	Sell	5,130 -4,166	-45%	-$176K	0.02%	319
2023 Q2	$400K	Buy	9,296 +6,229	+203%	+$256K	0.04%	273
2023 Q1	$133K	Hold	3,067	–	–	0.02%	370
2022 Q4	$109K	Buy	+3,067	New	+$104K	0.01%	386
2021 Q2	–	Sell	-9,703	Closed	-$396K	–	456
2021 Q1	$396K	Buy	9,703 +574	+6%	+$22.4K	0.07%	319
2020 Q4	$311K	Buy	+9,129	New	+$310K	0.07%	339
2017 Q1	–	Sell	-44,403	Closed	-$1.54M	–	469
2016 Q4	$1.54M	Buy	+44,403	New	+$1.43M	0.38%	72

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

Globeflex Capital's BWA Position: Q2 2026 in Review

Globeflex Capital sold out of BorgWarner (BWA) in Q2 2026, closing a stake of 18,098 shares — an estimated $982K sold.

Globeflex Capital first reported a position in BWA in Q4 2016 and held it in 11 quarters. The position peaked at $1.72M in Q4 2025. 817 funds tracked by Wall St. Rank hold BWA as of Q2 2026.

Globeflex Capital reported no remaining BorgWarner position as of Q2 2026 after selling out during the quarter.
Globeflex Capital sold 18,098 BorgWarner shares in Q2 2026, an estimated $982K.
Globeflex Capital first reported a position in BorgWarner in Q4 2016 and held it in 11 quarters.
Globeflex Capital's BorgWarner position peaked at $1.72M in Q4 2025.
817 funds tracked by Wall St. Rank held BorgWarner as of Q2 2026.

Based on Globeflex Capital's 13F filing for Q2 2026, filed 12 Aug 2026.