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Integrated Wealth Concepts’s BorgWarner BWA Stock Holding History

Integrated Wealth Concepts’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 		$1.3M Buy
23,984
+9,448
+65% +$498K 0.01% 969
2025
Q4 		$655K Sell
14,536
-6,795
-32% -$298K 0.01% 963
2025
Q3 		$938K Buy
21,331
+5,638
+36% +$225K 0.01% 1019
2025
Q2 		$525K Buy
+15,693
New +$481K 0.01% 1246
2024
Q4 		– Sell
-17,709
Closed -$643K – 1727
2024
Q3 		$643K Buy
17,709
+1,752
+11% +$57.8K 0.01% 979
2024
Q2 		$514K Sell
15,957
-618
-4% -$21.4K 0.01% 1033
2024
Q1 		$576K Buy
16,575
+3,568
+27% +$117K 0.01% 989
2023
Q4 		$466K Sell
13,007
-3,467
-21% -$124K 0.01% 1029
2023
Q3 		$665K Buy
16,474
+1,044
+7% +$44.2K 0.01% 860
2023
Q2 		$664K Buy
+15,430
New +$635K 0.01% 856

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

Integrated Wealth Concepts's BWA Position: Q1 2026 in Review

Integrated Wealth Concepts increased its BorgWarner (BWA) stake by 65% in Q1 2026, buying an estimated $498K and bringing the position to 23,984 shares worth $1.3M. The position accounts for 0.01% of the portfolio, ranked #969.

Integrated Wealth Concepts first reported a position in BWA in Q2 2023 and has held it in 10 quarters since. 710 funds tracked by Wall St. Rank hold BWA as of Q1 2026.

  • Integrated Wealth Concepts held 23,984 shares of BorgWarner worth $1.3M as of Q1 2026.
  • Integrated Wealth Concepts bought 9,448 BorgWarner shares in Q1 2026, an estimated $498K.
  • BorgWarner made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #969 holding.
  • Integrated Wealth Concepts first reported a position in BorgWarner in Q2 2023 and has held it in 10 quarters since.
  • 710 funds tracked by Wall St. Rank held BorgWarner as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.