HGWM
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Horst & Graben Wealth Management’s BorgWarner BWA Stock Holding History

Horst & Graben 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 		$579K Hold
8,991
– – 0.08% 121
2026
Q1 		$498K Buy
+8,991
New +$474K 0.07% 117
2025
Q4 		– Sell
-8,916
Closed -$392K – 181
2025
Q3 		$392K Buy
8,916
+34
+0.4% +$1.36K 0.06% 121
2025
Q2 		$297K Buy
8,882
+29
+0.3% +$889 0.05% 133
2025
Q1 		$254K Buy
+8,853
New +$269K 0.05% 132

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

Horst & Graben Wealth Management's BWA Position: Q2 2026 in Review

Horst & Graben Wealth Management held its BorgWarner (BWA) position steady in Q2 2026 at 8,991 shares worth $579K. The position accounts for 0.08% of the portfolio, ranked #121.

Horst & Graben Wealth Management first reported a position in BWA in Q1 2025 and has held it in 5 quarters since. 815 funds tracked by Wall St. Rank hold BWA as of Q2 2026.

  • Horst & Graben Wealth Management held 8,991 shares of BorgWarner worth $579K as of Q2 2026.
  • Horst & Graben Wealth Management left its BorgWarner share count unchanged in Q2 2026.
  • BorgWarner made up 0.08% of Horst & Graben Wealth Management's portfolio in Q2 2026, its #121 holding.
  • Horst & Graben Wealth Management first reported a position in BorgWarner in Q1 2025 and has held it in 5 quarters since.
  • 815 funds tracked by Wall St. Rank held BorgWarner as of Q2 2026.

Based on Horst & Graben Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.