Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s BorgWarner BWA Stock Holding History

Kovitz Investment Group Partners’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
2025
Q4 		– Sell
-12,384
Closed -$544K – 568
2025
Q3 		$544K Buy
+12,384
New +$495K ﹤0.01% 1006
2025
Q2 		– Sell
-8,337
Closed -$239K – 1359
2025
Q1 		$239K Sell
8,337
-124,052
-94% -$3.76M ﹤0.01% 1121
2024
Q4 		$4.21M Sell
132,389
-8,314
-6% -$283K 0.02% 433
2024
Q3 		$4.85M Buy
140,703
+11,226
+9% +$370K 0.03% 344
2024
Q2 		$4.17M Buy
129,477
+1,442
+1% +$49.9K 0.04% 312
2024
Q1 		$4.45M Buy
+128,035
New +$4.19M 0.06% 218

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AQR Capital Management
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State Street
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Victory Capital Management
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LSV Asset Management
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Geode Capital Management
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EARNEST Partners
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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Kovitz Investment Group Partners's BWA Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of BorgWarner (BWA) in Q4 2025, closing a stake of 12,384 shares — an estimated $544K sold.

Kovitz Investment Group Partners first reported a position in BWA in Q1 2024 and held it in 6 quarters. The position peaked at $4.85M in Q3 2024. 671 funds tracked by Wall St. Rank hold BWA as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining BorgWarner position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 12,384 BorgWarner shares in Q4 2025, an estimated $544K.
  • Kovitz Investment Group Partners first reported a position in BorgWarner in Q1 2024 and held it in 6 quarters.
  • Kovitz Investment Group Partners's BorgWarner position peaked at $4.85M in Q3 2024.
  • 671 funds tracked by Wall St. Rank held BorgWarner as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.