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HB Wealth Management’s BorgWarner BWA Stock Holding History

HB Wealth Management’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 		$1.16M Sell
17,475
-136
-0.8% -$8.61K 0.01% 681
2026
Q1 		$956K Buy
17,611
+2,678
+18% +$141K 0.01% 684
2025
Q4 		$673K Buy
14,933
+358
+2% +$15.7K ﹤0.01% 770
2025
Q3 		$641K Buy
14,575
+5,173
+55% +$207K ﹤0.01% 754
2025
Q2 		$315K Sell
9,402
-4,243
-31% -$130K ﹤0.01% 922
2025
Q1 		$391K Buy
13,645
+1,947
+17% +$59.1K ﹤0.01% 854
2024
Q4 		$372K Buy
11,698
+1,702
+17% +$57.9K ﹤0.01% 733
2024
Q3 		$363K Sell
9,996
-4
-0% -$132 ﹤0.01% 693
2024
Q2 		$322K Buy
10,000
+1,830
+22% +$63.4K ﹤0.01% 689
2024
Q1 		$284K Sell
8,170
-499
-6% -$16.3K ﹤0.01% 676
2023
Q4 		$311K Sell
8,669
-785
-8% -$28K ﹤0.01% 601
2023
Q3 		$382K Sell
9,454
-5,419
-36% -$230K 0.01% 507
2023
Q2 		$640K Buy
14,873
+305
+2% +$12.5K 0.01% 364
2023
Q1 		$630K Buy
14,568
+291
+2% +$12K 0.01% 369
2022
Q4 		$506K Buy
14,277
+391
+3% +$13.3K 0.01% 392
2022
Q3 		$384K Buy
13,886
+740
+6% +$23.9K 0.01% 388
2022
Q2 		$386K Buy
13,146
+42
+0.3% +$1.38K 0.01% 389
2022
Q1 		$449K Sell
13,104
-26,316
-67% -$983K 0.01% 366
2021
Q4 		$1.56M Buy
+39,420
New +$1.58M 0.03% 182

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

HB Wealth Management's BWA Position: Q2 2026 in Review

HB Wealth Management reduced its BorgWarner (BWA) stake by 0.77% in Q2 2026, selling an estimated $8.61K and leaving 17,475 shares worth $1.16M. The position accounts for 0.01% of the portfolio, ranked #681.

HB Wealth Management first reported a position in BWA in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.56M in Q4 2021. 812 funds tracked by Wall St. Rank hold BWA as of Q2 2026.

  • HB Wealth Management held 17,475 shares of BorgWarner worth $1.16M as of Q2 2026.
  • HB Wealth Management sold 136 BorgWarner shares in Q2 2026, an estimated $8.61K.
  • BorgWarner made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #681 holding.
  • HB Wealth Management first reported a position in BorgWarner in Q4 2021 and has held it in 19 quarters since.
  • HB Wealth Management's BorgWarner position peaked at $1.56M in Q4 2021.
  • 812 funds tracked by Wall St. Rank held BorgWarner as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.