Halbert Hargrove Global Advisors
BWA icon

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
Q3 		– Sell
-5
Closed -$350 – 402
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

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
Arbejdsmarkedets Tillaegspension
Arbejdsmarkedets Tillaegspension Hilleroed $3.93B AUM 7.98% 1-Year Est. Return
Cookson Peirce & Co
Cookson Peirce & Co Pittsburgh, Pennsylvania $2.77B AUM 64.09% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Halbert Hargrove Global Advisors's BWA Position: Q3 2026 in Review

Halbert Hargrove Global Advisors sold out of BorgWarner (BWA) in Q3 2026, closing a stake of 5 shares — an estimated $350 sold.

Halbert Hargrove Global Advisors first reported a position in BWA in Q3 2025 and held it in 2 quarters. The position peaked at $880 in Q3 2025. 246 funds tracked by Wall St. Rank hold BWA as of Q3 2026.

  • Halbert Hargrove Global Advisors reported no remaining BorgWarner position as of Q3 2026 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 5 BorgWarner shares in Q3 2026, an estimated $350.
  • Halbert Hargrove Global Advisors first reported a position in BorgWarner in Q3 2025 and held it in 2 quarters.
  • Halbert Hargrove Global Advisors's BorgWarner position peaked at $880 in Q3 2025.
  • 246 funds tracked by Wall St. Rank held BorgWarner as of Q3 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.