Koss-Olinger Consulting’s BorgWarner BWA Stock Holding History

Koss-Olinger Consulting’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	$291K	Sell	5,361 -432	-7%	-$22.8K	0.02%	213
2025 Q4	$261K	Buy	+5,793	New	+$254K	0.02%	242
2025 Q2	–	Sell	-7,404	Closed	-$212K	–	319
2025 Q1	$212K	Sell	7,404 -46,594	-86%	-$1.41M	0.02%	290
2024 Q4	$1.72M	Sell	53,998 -11,227	-17%	-$382K	0.15%	71
2024 Q3	$2.37M	Sell	65,225 -2,657	-4%	-$87.6K	0.21%	64
2024 Q2	$2.19M	Buy	+67,882	New	+$2.35M	0.2%	63
2024 Q1	–	Sell	-41,186	Closed	-$1.48M	–	87
2023 Q4	$1.48M	Buy	+41,186	New	+$1.47M	0.14%	81

Other funds holding BWA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Koss-Olinger Consulting's BWA Position: Q1 2026 in Review

Koss-Olinger Consulting reduced its BorgWarner (BWA) stake by 7.5% in Q1 2026, selling an estimated $22.8K and leaving 5,361 shares worth $291K. The position accounts for 0.02% of the portfolio, ranked #213.

Koss-Olinger Consulting first reported a position in BWA in Q4 2023 and has held it in 7 quarters since. The position peaked at $2.37M in Q3 2024. 710 funds tracked by Wall St. Rank hold BWA as of Q1 2026.

Koss-Olinger Consulting held 5,361 shares of BorgWarner worth $291K as of Q1 2026.
Koss-Olinger Consulting sold 432 BorgWarner shares in Q1 2026, an estimated $22.8K.
BorgWarner made up 0.02% of Koss-Olinger Consulting's portfolio in Q1 2026, its #213 holding.
Koss-Olinger Consulting first reported a position in BorgWarner in Q4 2023 and has held it in 7 quarters since.
Koss-Olinger Consulting's BorgWarner position peaked at $2.37M in Q3 2024.
710 funds tracked by Wall St. Rank held BorgWarner as of Q1 2026.

Based on Koss-Olinger Consulting's 13F filing for Q1 2026, filed 7 May 2026.