Itau Unibanco Holding S.A.’s BorgWarner BWA Stock Holding History

Itau Unibanco Holding S.A.’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	$9.69K	Sell	146 -48	-25%	-$3.04K	﹤0.01%	337
2026 Q1	$10.5K	Hold	194	–	–	﹤0.01%	303
2025 Q4	$8.74K	Sell	194 -58	-23%	-$2.54K	﹤0.01%	308
2025 Q3	$11.1K	Hold	252	–	–	﹤0.01%	343
2025 Q2	$8.44K	Buy	+252	New	+$7.73K	﹤0.01%	352
2022 Q4	–	Sell	-3,072	Closed	-$85K	–	527
2022 Q3	$85K	Buy	+3,072	New	+$99.1K	﹤0.01%	337
2022 Q2	–	Sell	-306	Closed	-$10K	–	485
2022 Q1	$10K	Hold	306	–	–	﹤0.01%	429
2021 Q4	$12K	Buy	+306	New	+$12.3K	﹤0.01%	384
2020 Q1	–	Sell	-3,929	Closed	-$150K	–	484
2019 Q4	$150K	Buy	+3,929	New	+$144K	0.01%	360
2018 Q4	–	Sell	-2,105	Closed	-$79K	–	603
2018 Q3	$79K	Buy	+2,105	New	+$82.7K	﹤0.01%	516
2018 Q2	–	Sell	-6,940	Closed	-$307K	–	758
2018 Q1	$307K	Buy	6,940 +4,921	+244%	+$229K	﹤0.01%	300
2017 Q4	$91K	Sell	2,019 -176	-8%	-$8.14K	0.01%	372
2017 Q3	$313K	Buy	+2,195	New	+$89.6K	0.02%	388

Other funds holding BWA

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

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

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

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

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Itau Unibanco Holding S.A.'s BWA Position: Q2 2026 in Review

Itau Unibanco Holding S.A. reduced its BorgWarner (BWA) stake by 25% in Q2 2026, selling an estimated $3.04K and leaving 146 shares worth $9.69K. The position accounts for ﹤0.01% of the portfolio, ranked #337.

Itau Unibanco Holding S.A. first reported a position in BWA in Q3 2017 and has held it in 13 quarters since. The position peaked at $313K in Q3 2017. 816 funds tracked by Wall St. Rank hold BWA as of Q2 2026.

Itau Unibanco Holding S.A. held 146 shares of BorgWarner worth $9.69K as of Q2 2026.
Itau Unibanco Holding S.A. sold 48 BorgWarner shares in Q2 2026, an estimated $3.04K.
BorgWarner made up ﹤0.01% of Itau Unibanco Holding S.A.'s portfolio in Q2 2026, its #337 holding.
Itau Unibanco Holding S.A. first reported a position in BorgWarner in Q3 2017 and has held it in 13 quarters since.
Itau Unibanco Holding S.A.'s BorgWarner position peaked at $313K in Q3 2017.
816 funds tracked by Wall St. Rank held BorgWarner as of Q2 2026.

Based on Itau Unibanco Holding S.A.'s 13F filing for Q2 2026, filed 14 Aug 2026.