Jackson Thornton Wealth Management’s BorgWarner BWA Stock Holding History

Jackson Thornton Wealth Management’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	$494K	Sell	7,443 -1,984	-21%	-$126K	0.04%	153
2026 Q1	$514K	Sell	9,427 -2,781	-23%	-$147K	0.05%	105
2025 Q4	$585K	Sell	12,208 -693	-5%	-$30.4K	0.06%	95
2025 Q3	$553K	Buy	12,901 +6,208	+93%	+$248K	0.06%	88
2025 Q2	$236K	Buy	+6,693	New	+$205K	0.03%	115

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 $3.38T AUM 44.17% 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

Jackson Thornton Wealth Management's BWA Position: Q2 2026 in Review

Jackson Thornton Wealth Management reduced its BorgWarner (BWA) stake by 21% in Q2 2026, selling an estimated $126K and leaving 7,443 shares worth $494K. The position accounts for 0.04% of the portfolio, ranked #153.

Jackson Thornton Wealth Management first reported a position in BWA in Q2 2025 and has held it in 5 quarters since. The position peaked at $585K in Q4 2025. 817 funds tracked by Wall St. Rank hold BWA as of Q2 2026.

Jackson Thornton Wealth Management held 7,443 shares of BorgWarner worth $494K as of Q2 2026.
Jackson Thornton Wealth Management sold 1,984 BorgWarner shares in Q2 2026, an estimated $126K.
BorgWarner made up 0.04% of Jackson Thornton Wealth Management's portfolio in Q2 2026, its #153 holding.
Jackson Thornton Wealth Management first reported a position in BorgWarner in Q2 2025 and has held it in 5 quarters since.
Jackson Thornton Wealth Management's BorgWarner position peaked at $585K in Q4 2025.
817 funds tracked by Wall St. Rank held BorgWarner as of Q2 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.