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High Note Wealth’s BorgWarner BWA Stock Holding History

High Note Wealth’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 		$10.8K Hold
163
– – ﹤0.01% 388
2026
Q1 		$8.84K Hold
163
– – ﹤0.01% 400
2025
Q4 		$7.34K Hold
163
– – ﹤0.01% 389
2025
Q3 		$7.17K Hold
163
– – ﹤0.01% 365
2025
Q2 		$5.46K Buy
163
+95
+140% +$2.91K ﹤0.01% 393
2025
Q1 		$1.95K Sell
68
-36
-35% -$1.09K ﹤0.01% 668
2024
Q4 		$3.31K Buy
+104
New +$3.54K ﹤0.01% 608

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

High Note Wealth's BWA Position: Q2 2026 in Review

High Note Wealth held its BorgWarner (BWA) position steady in Q2 2026 at 163 shares worth $10.8K. The position accounts for ﹤0.01% of the portfolio, ranked #388.

High Note Wealth first reported a position in BWA in Q4 2024 and has held it in 7 quarters since. 816 funds tracked by Wall St. Rank hold BWA as of Q2 2026.

  • High Note Wealth held 163 shares of BorgWarner worth $10.8K as of Q2 2026.
  • High Note Wealth left its BorgWarner share count unchanged in Q2 2026.
  • BorgWarner made up ﹤0.01% of High Note Wealth's portfolio in Q2 2026, its #388 holding.
  • High Note Wealth first reported a position in BorgWarner in Q4 2024 and has held it in 7 quarters since.
  • 816 funds tracked by Wall St. Rank held BorgWarner as of Q2 2026.

Based on High Note Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.