L.J. Altfest & Co’s BorgWarner BWA Stock Holding History

L.J. Altfest & Co’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	-10,820	Closed	-$587K	–	316
2026 Q1	$587K	Buy	+10,820	New	+$570K	0.06%	207

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

L.J. Altfest & Co's BWA Position: Q2 2026 in Review

L.J. Altfest & Co sold out of BorgWarner (BWA) in Q2 2026, closing a stake of 10,820 shares — an estimated $587K sold.

L.J. Altfest & Co first reported a position in BWA in Q1 2026 and held it in 1 quarter. The position peaked at $587K in Q1 2026. 816 funds tracked by Wall St. Rank hold BWA as of Q2 2026.

L.J. Altfest & Co reported no remaining BorgWarner position as of Q2 2026 after selling out during the quarter.
L.J. Altfest & Co sold 10,820 BorgWarner shares in Q2 2026, an estimated $587K.
L.J. Altfest & Co first reported a position in BorgWarner in Q1 2026 and held it in 1 quarter.
L.J. Altfest & Co's BorgWarner position peaked at $587K in Q1 2026.
816 funds tracked by Wall St. Rank held BorgWarner as of Q2 2026.

Based on L.J. Altfest & Co's 13F filing for Q2 2026, filed 30 Jul 2026.