GoalVest Advisory’s BorgWarner BWA Stock Holding History

GoalVest Advisory’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
2025 Q2	–	Sell	-7	Closed	-$201	–	379
2025 Q1	$201	Buy	+7	New	+$212	﹤0.01%	450
2022 Q2	–	Sell	-5	Closed	–	–	331
2022 Q1	$0	Buy	+5	New	+$187	﹤0.01%	385

Other funds holding BWA

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

GoalVest Advisory's BWA Position: Q2 2025 in Review

GoalVest Advisory sold out of BorgWarner (BWA) in Q2 2025, closing a stake of 7 shares — an estimated $201 sold.

GoalVest Advisory first reported a position in BWA in Q1 2022 and held it in 2 quarters. The position peaked at $201 in Q1 2025. 590 funds tracked by Wall St. Rank hold BWA as of Q2 2025.

GoalVest Advisory reported no remaining BorgWarner position as of Q2 2025 after selling out during the quarter.
GoalVest Advisory sold 7 BorgWarner shares in Q2 2025, an estimated $201.
GoalVest Advisory first reported a position in BorgWarner in Q1 2022 and held it in 2 quarters.
GoalVest Advisory's BorgWarner position peaked at $201 in Q1 2025.
590 funds tracked by Wall St. Rank held BorgWarner as of Q2 2025.

Based on GoalVest Advisory's 13F filing for Q2 2025, filed 1 Aug 2025.