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Intentional Wealth Strategies’s BorgWarner BWA Stock Holding History

Intentional Wealth Strategies’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 		– Sell
-194
Closed -$10.5K – 195
2026
Q1 		$10.5K Buy
+194
New +$10.2K 0.01% 374

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

Intentional Wealth Strategies's BWA Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of BorgWarner (BWA) in Q2 2026, closing a stake of 194 shares — an estimated $10.5K sold.

Intentional Wealth Strategies first reported a position in BWA in Q1 2026 and held it in 1 quarter. The position peaked at $10.5K in Q1 2026. 811 funds tracked by Wall St. Rank hold BWA as of Q2 2026.

  • Intentional Wealth Strategies reported no remaining BorgWarner position as of Q2 2026 after selling out during the quarter.
  • Intentional Wealth Strategies sold 194 BorgWarner shares in Q2 2026, an estimated $10.5K.
  • Intentional Wealth Strategies first reported a position in BorgWarner in Q1 2026 and held it in 1 quarter.
  • Intentional Wealth Strategies's BorgWarner position peaked at $10.5K in Q1 2026.
  • 811 funds tracked by Wall St. Rank held BorgWarner as of Q2 2026.

Based on Intentional Wealth Strategies's 13F filing for Q2 2026, filed 28 Jul 2026.