Harbor Investment Advisory’s BorgWarner BWA Stock Holding History

Harbor Investment 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
2026 Q2	$598	Hold	9	–	–	﹤0.01%	1255
2026 Q1	$488	Hold	9	–	–	﹤0.01%	1177
2025 Q4	$406	Buy	+9	New	+$394	﹤0.01%	1193
2025 Q2	–	Sell	-66	Closed	-$1.89K	–	1183
2025 Q1	$1.89K	Hold	66	–	–	﹤0.01%	1080
2024 Q4	$2.1K	Sell	66 -300	-82%	-$10.2K	﹤0.01%	1060
2024 Q3	$13.3K	Hold	366	–	–	﹤0.01%	816
2024 Q2	$11.8K	Sell	366 -50	-12%	-$1.73K	﹤0.01%	825
2024 Q1	$14.5K	Buy	416 +50	+14%	+$1.64K	﹤0.01%	797
2023 Q4	$13.1K	Hold	366	–	–	﹤0.01%	791
2023 Q3	$14.8K	Sell	366 -50	-12%	-$2.12K	﹤0.01%	736
2023 Q2	$17.9K	Hold	416	–	–	﹤0.01%	915
2023 Q1	$18K	Hold	416	–	–	﹤0.01%	927
2022 Q4	$14.7K	Hold	416	–	–	﹤0.01%	953
2022 Q3	$11K	Buy	416 +75	+22%	+$2.42K	﹤0.01%	1020
2022 Q2	$10K	Hold	341	–	–	﹤0.01%	1027
2022 Q1	$12K	Buy	+341	New	+$12.7K	﹤0.01%	1027
2020 Q2	–	Sell	-609	Closed	-$13K	–	1163
2020 Q1	$13K	Buy	+609	New	+$17.6K	﹤0.01%	671

Other funds holding BWA

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

Arbor Wealth Advisors Troy, Michigan $164M AUM 27.68% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return

Barnes Dennig Private Wealth Management Cincinnati, Ohio $125M AUM 74.2% 1-Year Est. Return

Ardsley Advisory Partners Stamford, Connecticut $921M AUM 207.76% 1-Year Est. Return

Kopion Asset Management Mckinney, Texas $158M AUM 11.93% 1-Year Est. Return

Lipe & Dalton Syracuse, New York $215M AUM 39.53% 1-Year Est. Return