IC
BWA icon

IEQ Capital’s BorgWarner BWA Stock Holding History

IEQ Capital’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 		$28.2M Sell
424,655
-128,011
-23% -$8.11M 0.13% 139
2026
Q1 		$30M Buy
552,666
+37,909
+7% +$2M 0.14% 135
2025
Q4 		$23.2M Sell
514,757
-27,438
-5% -$1.2M 0.07% 184
2025
Q3 		$23.8M Buy
542,195
+256,588
+90% +$10.3M 0.07% 143
2025
Q2 		$9.56M Buy
285,607
+274,620
+2,499% +$8.42M 0.06% 261
2025
Q1 		$315K Sell
10,987
-45,494
-81% -$1.38M ﹤0.01% 1164
2024
Q4 		$1.8M Buy
56,481
+18,847
+50% +$642K 0.02% 524
2024
Q3 		$1.37M Buy
37,634
+11,152
+42% +$368K 0.02% 458
2024
Q2 		$854K Buy
26,482
+11,454
+76% +$397K 0.01% 513
2024
Q1 		$522K Buy
15,028
+5,581
+59% +$183K 0.01% 609
2023
Q4 		$339K Sell
9,447
-2,297
-20% -$82K 0.01% 699
2023
Q3 		$474K Buy
11,744
+2,498
+27% +$106K 0.01% 580
2023
Q2 		$398K Sell
9,246
-546
-6% -$22.5K 0.01% 606
2023
Q1 		$423K Buy
9,792
+4,084
+72% +$169K 0.01% 622
2022
Q4 		$202K Buy
+5,708
New +$194K 0.01% 738

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

IEQ Capital's BWA Position: Q2 2026 in Review

IEQ Capital reduced its BorgWarner (BWA) stake by 23% in Q2 2026, selling an estimated $8.11M and leaving 424,655 shares worth $28.2M. The position accounts for 0.13% of the portfolio, ranked #139.

IEQ Capital first reported a position in BWA in Q4 2022 and has held it in 15 quarters since. The position peaked at $30M in Q1 2026. 816 funds tracked by Wall St. Rank hold BWA as of Q2 2026.

  • IEQ Capital held 424,655 shares of BorgWarner worth $28.2M as of Q2 2026.
  • IEQ Capital sold 128,011 BorgWarner shares in Q2 2026, an estimated $8.11M.
  • BorgWarner made up 0.13% of IEQ Capital's portfolio in Q2 2026, its #139 holding.
  • IEQ Capital first reported a position in BorgWarner in Q4 2022 and has held it in 15 quarters since.
  • IEQ Capital's BorgWarner position peaked at $30M in Q1 2026.
  • 816 funds tracked by Wall St. Rank held BorgWarner as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.