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 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	–	486
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	–	759
2018 Q1	$307K	Buy	6,940 +4,921	+244%	+$229K	0.02%	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 $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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 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 New York $761B 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