Intrepid Financial Planning Group’s BorgWarner BWA Stock Holding History

Intrepid Financial Planning Group’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
2025 Q4	–	Sell	-5,000	Closed	-$220K	–	124
2025 Q3	$220K	Buy	+5,000	New	+$200K	0.08%	114
2023 Q4	–	Sell	-5,054	Closed	-$204K	–	124
2023 Q3	$204K	Sell	5,054 -687	-12%	-$29.1K	0.11%	105
2023 Q2	$247K	Hold	5,741	–	–	0.12%	99
2023 Q1	$248K	Hold	5,741	–	–	0.13%	95
2022 Q4	$203K	Buy	+5,741	New	+$195K	0.11%	100

Other funds holding BWA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Intrepid Financial Planning Group's BWA Position: Q4 2025 in Review

Intrepid Financial Planning Group sold out of BorgWarner (BWA) in Q4 2025, closing a stake of 5,000 shares — an estimated $220K sold.

Intrepid Financial Planning Group first reported a position in BWA in Q4 2022 and held it in 5 quarters. The position peaked at $248K in Q1 2023. 671 funds tracked by Wall St. Rank hold BWA as of Q4 2025.

Intrepid Financial Planning Group reported no remaining BorgWarner position as of Q4 2025 after selling out during the quarter.
Intrepid Financial Planning Group sold 5,000 BorgWarner shares in Q4 2025, an estimated $220K.
Intrepid Financial Planning Group first reported a position in BorgWarner in Q4 2022 and held it in 5 quarters.
Intrepid Financial Planning Group's BorgWarner position peaked at $248K in Q1 2023.
671 funds tracked by Wall St. Rank held BorgWarner as of Q4 2025.

Based on Intrepid Financial Planning Group's 13F filing for Q4 2025, filed 13 Feb 2026.