IWC
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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
Q2 		$1.51M Sell
22,810
-1,174
-5% -$74.4K 0.01% 978
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 $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

Integrated Wealth Concepts's BWA Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its BorgWarner (BWA) stake by 4.9% in Q2 2026, selling an estimated $74.4K and leaving 22,810 shares worth $1.51M. The position accounts for 0.01% of the portfolio, ranked #978.

Integrated Wealth Concepts first reported a position in BWA in Q2 2023 and has held it in 11 quarters since. 817 funds tracked by Wall St. Rank hold BWA as of Q2 2026.

  • Integrated Wealth Concepts held 22,810 shares of BorgWarner worth $1.51M as of Q2 2026.
  • Integrated Wealth Concepts sold 1,174 BorgWarner shares in Q2 2026, an estimated $74.4K.
  • BorgWarner made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #978 holding.
  • Integrated Wealth Concepts first reported a position in BorgWarner in Q2 2023 and has held it in 11 quarters since.
  • 817 funds tracked by Wall St. Rank held BorgWarner as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.