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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

IEQ Capital's BWA Position: Q1 2026 in Review

IEQ Capital increased its BorgWarner (BWA) stake by 7.4% in Q1 2026, buying an estimated $2M and bringing the position to 552,666 shares worth $30M. The position accounts for 0.14% of the portfolio, ranked #135.

IEQ Capital first reported a position in BWA in Q4 2022 and has held it in 14 quarters since. 710 funds tracked by Wall St. Rank hold BWA as of Q1 2026.

  • IEQ Capital held 552,666 shares of BorgWarner worth $30M as of Q1 2026.
  • IEQ Capital bought 37,909 BorgWarner shares in Q1 2026, an estimated $2M.
  • BorgWarner made up 0.14% of IEQ Capital's portfolio in Q1 2026, its #135 holding.
  • IEQ Capital first reported a position in BorgWarner in Q4 2022 and has held it in 14 quarters since.
  • 710 funds tracked by Wall St. Rank held BorgWarner as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.