Kovack Advisors’s BorgWarner BWA Stock Holding History

Kovack Advisors’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	$241K	Buy	+3,739	New	+$237K	0.01%	913
2025 Q4	–	Sell	-4,842	Closed	-$213K	–	1018
2025 Q3	$213K	Buy	+4,842	New	+$194K	0.02%	551
2024 Q2	–	Sell	-7,667	Closed	-$266K	–	578
2024 Q1	$266K	Hold	7,667	–	–	0.03%	380
2023 Q4	$275K	Buy	7,667 +8	+0.1%	+$286	0.03%	442
2023 Q3	$309K	Sell	7,659 -1,515	-17%	-$64.2K	0.04%	380
2023 Q2	$395K	Sell	9,174 -321	-3%	-$13.2K	0.05%	347
2023 Q1	$410K	Buy	9,495 +321	+3%	+$13.3K	0.06%	331
2022 Q4	$325K	Sell	9,174 -338	-4%	-$11.5K	0.05%	385
2022 Q3	$263K	Sell	9,512 -2,658	-22%	-$85.7K	0.04%	434
2022 Q2	$357K	Sell	12,170 -5,259	-30%	-$173K	0.05%	401
2022 Q1	$596K	Buy	17,429 +4,546	+35%	+$170K	0.06%	344
2021 Q4	$511K	Buy	12,883 +4,824	+60%	+$194K	0.05%	381
2021 Q3	$307K	Buy	8,059 +510	+7%	+$20.3K	0.03%	515
2021 Q2	$323K	Buy	+7,549	New	+$332K	0.04%	487

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

Kovack Advisors's BWA Position: Q2 2026 in Review

Kovack Advisors opened a new position in BorgWarner (BWA) in Q2 2026: 3,739 shares worth $241K. The stake represents 0.01% of the portfolio and ranks #913 among its holdings. This is a return to the name: Kovack Advisors previously reported a position in BWA as recently as Q3 2025.

Kovack Advisors first reported a position in BWA in Q2 2021 and has held it in 14 quarters since. The position peaked at $596K in Q1 2022. 816 funds tracked by Wall St. Rank hold BWA as of Q2 2026.

Kovack Advisors held 3,739 shares of BorgWarner worth $241K as of Q2 2026.
BorgWarner was a new Kovack Advisors position in Q2 2026.
BorgWarner made up 0.01% of Kovack Advisors's portfolio in Q2 2026, its #913 holding.
Kovack Advisors first reported a position in BorgWarner in Q2 2021 and has held it in 14 quarters since.
Kovack Advisors's BorgWarner position peaked at $596K in Q1 2022.
816 funds tracked by Wall St. Rank held BorgWarner as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.