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Halbert Hargrove Global Advisors’s BorgWarner BWA Stock Holding History

Halbert Hargrove Global Advisors’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 		$350 Buy
+5
New +$317 ﹤0.01% 581
2025
Q4 		– Sell
-20
Closed -$880 – 414
2025
Q3 		$880 Buy
+20
New +$799 ﹤0.01% 673

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

Halbert Hargrove Global Advisors's BWA Position: Q2 2026 in Review

Halbert Hargrove Global Advisors opened a new position in BorgWarner (BWA) in Q2 2026: 5 shares worth $350. The stake represents ﹤0.01% of the portfolio and ranks #581 among its holdings. This is a return to the name: Halbert Hargrove Global Advisors previously reported a position in BWA as recently as Q3 2025.

Halbert Hargrove Global Advisors first reported a position in BWA in Q3 2025 and has held it in 2 quarters since. The position peaked at $880 in Q3 2025. 816 funds tracked by Wall St. Rank hold BWA as of Q2 2026.

  • Halbert Hargrove Global Advisors held 5 shares of BorgWarner worth $350 as of Q2 2026.
  • BorgWarner was a new Halbert Hargrove Global Advisors position in Q2 2026.
  • BorgWarner made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #581 holding.
  • Halbert Hargrove Global Advisors first reported a position in BorgWarner in Q3 2025 and has held it in 2 quarters since.
  • Halbert Hargrove Global Advisors's BorgWarner position peaked at $880 in Q3 2025.
  • 816 funds tracked by Wall St. Rank held BorgWarner as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.