Impact Partnership Wealth’s BorgWarner BWA Stock Holding History

Impact Partnership 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 Q1	–	Sell	-11,362	Closed	-$512K	–	376
2025 Q4	$512K	Buy	+11,362	New	+$498K	0.07%	184
2023 Q4	–	Sell	-44	Closed	-$1.78K	–	870
2023 Q3	$1.78K	Sell	44 -8,064	-99%	-$342K	﹤0.01%	850
2023 Q2	$349K	Buy	+8,108	New	+$333K	0.12%	114

Other funds holding BWA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Impact Partnership Wealth's BWA Position: Q1 2026 in Review

Impact Partnership Wealth sold out of BorgWarner (BWA) in Q1 2026, closing a stake of 11,362 shares — an estimated $512K sold.

Impact Partnership Wealth first reported a position in BWA in Q2 2023 and held it in 3 quarters. The position peaked at $512K in Q4 2025. 711 funds tracked by Wall St. Rank hold BWA as of Q1 2026.

Impact Partnership Wealth reported no remaining BorgWarner position as of Q1 2026 after selling out during the quarter.
Impact Partnership Wealth sold 11,362 BorgWarner shares in Q1 2026, an estimated $512K.
Impact Partnership Wealth first reported a position in BorgWarner in Q2 2023 and held it in 3 quarters.
Impact Partnership Wealth's BorgWarner position peaked at $512K in Q4 2025.
711 funds tracked by Wall St. Rank held BorgWarner as of Q1 2026.

Based on Impact Partnership Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.