Havemeyer Place’s BorgWarner BWA Stock Holding History

Havemeyer Place’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	-41,702	Closed	-$2.26M	–	531
2026 Q1	$2.26M	Buy	41,702 +27,354	+191%	+$1.44M	0.26%	125
2025 Q4	$647K	Buy	+14,348	New	+$628K	0.13%	281

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

Havemeyer Place's BWA Position: Q2 2026 in Review

Havemeyer Place sold out of BorgWarner (BWA) in Q2 2026, closing a stake of 41,702 shares — an estimated $2.26M sold.

Havemeyer Place first reported a position in BWA in Q4 2025 and held it in 2 quarters. The position peaked at $2.26M in Q1 2026. 811 funds tracked by Wall St. Rank hold BWA as of Q2 2026.

Havemeyer Place reported no remaining BorgWarner position as of Q2 2026 after selling out during the quarter.
Havemeyer Place sold 41,702 BorgWarner shares in Q2 2026, an estimated $2.26M.
Havemeyer Place first reported a position in BorgWarner in Q4 2025 and held it in 2 quarters.
Havemeyer Place's BorgWarner position peaked at $2.26M in Q1 2026.
811 funds tracked by Wall St. Rank held BorgWarner as of Q2 2026.

Based on Havemeyer Place's 13F filing for Q2 2026, filed 13 Aug 2026.