IAA
BWA icon

Independent Advisor Alliance’s BorgWarner BWA Stock Holding History

Independent Advisor Alliance’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 		$683K Sell
12,582
-4,930
-28% -$260K 0.01% 997
2025
Q4 		$789K Buy
17,512
+2,521
+17% +$110K 0.02% 534
2025
Q3 		$659K Sell
14,991
-3,502
-19% -$140K 0.02% 545
2025
Q2 		$619K Buy
18,493
+2,453
+15% +$75.2K 0.02% 524
2025
Q1 		$460K Sell
16,040
-2,893
-15% -$87.8K 0.02% 546
2024
Q4 		$602K Sell
18,933
-945
-5% -$32.2K 0.01% 894
2024
Q3 		$721K Buy
19,878
+12,538
+171% +$413K 0.03% 387
2024
Q2 		$237K Sell
7,340
-909
-11% -$31.5K 0.01% 633
2024
Q1 		$287K Sell
8,249
-525
-6% -$17.2K 0.01% 582
2023
Q4 		$315K Buy
8,774
+353
+4% +$12.6K 0.01% 541
2023
Q3 		$340K Sell
8,421
-1,192
-12% -$50.5K 0.02% 489
2023
Q2 		$414K Buy
9,613
+2,254
+31% +$92.7K 0.02% 461
2023
Q1 		$318K Buy
+7,359
New +$305K 0.02% 506
2022
Q4 		– Sell
-8,543
Closed -$236K – 451
2022
Q3 		$236K Buy
8,543
+572
+7% +$18.5K 0.01% 544
2022
Q2 		$234K Buy
7,971
+1,430
+22% +$47.1K 0.01% 539
2022
Q1 		$224K Buy
6,541
+323
+5% +$12.1K 0.01% 583
2021
Q4 		$247K Buy
6,218
+190
+3% +$7.63K 0.01% 576
2021
Q3 		$229K Sell
6,028
-1,365
-18% -$54.3K 0.01% 561
2021
Q2 		$316K Buy
7,393
+923
+14% +$40.6K 0.02% 497
2021
Q1 		$264K Buy
+6,470
New +$252K 0.02% 506
2017
Q2 		– Sell
-7,001
Closed -$235K – 256
2017
Q1 		$235K Buy
7,001
+430
+7% +$15.7K 0.04% 347
2016
Q4 		$231K Buy
+6,571
New +$212K 0.1% 160

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

Independent Advisor Alliance's BWA Position: Q1 2026 in Review

Independent Advisor Alliance reduced its BorgWarner (BWA) stake by 28% in Q1 2026, selling an estimated $260K and leaving 12,582 shares worth $683K. The position accounts for 0.01% of the portfolio, ranked #997.

Independent Advisor Alliance first reported a position in BWA in Q4 2016 and has held it in 22 quarters since. The position peaked at $789K in Q4 2025. 710 funds tracked by Wall St. Rank hold BWA as of Q1 2026.

  • Independent Advisor Alliance held 12,582 shares of BorgWarner worth $683K as of Q1 2026.
  • Independent Advisor Alliance sold 4,930 BorgWarner shares in Q1 2026, an estimated $260K.
  • BorgWarner made up 0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #997 holding.
  • Independent Advisor Alliance first reported a position in BorgWarner in Q4 2016 and has held it in 22 quarters since.
  • Independent Advisor Alliance's BorgWarner position peaked at $789K in Q4 2025.
  • 710 funds tracked by Wall St. Rank held BorgWarner as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.