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 Q2	–	Sell	-5,361	Closed	-$291K	–	185
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 $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

Koss-Olinger Consulting's BWA Position: Q2 2026 in Review

Koss-Olinger Consulting sold out of BorgWarner (BWA) in Q2 2026, closing a stake of 5,361 shares — an estimated $291K sold.

Koss-Olinger Consulting first reported a position in BWA in Q4 2023 and held it in 7 quarters. The position peaked at $2.37M in Q3 2024. 817 funds tracked by Wall St. Rank hold BWA as of Q2 2026.

Koss-Olinger Consulting reported no remaining BorgWarner position as of Q2 2026 after selling out during the quarter.
Koss-Olinger Consulting sold 5,361 BorgWarner shares in Q2 2026, an estimated $291K.
Koss-Olinger Consulting first reported a position in BorgWarner in Q4 2023 and held it in 7 quarters.
Koss-Olinger Consulting's BorgWarner position peaked at $2.37M in Q3 2024.
817 funds tracked by Wall St. Rank held BorgWarner as of Q2 2026.

Based on Koss-Olinger Consulting's 13F filing for Q2 2026, filed 10 Aug 2026.