LWMI
BWA icon

Legacy Wealth Management (Idaho)’s BorgWarner BWA Stock Holding History

Legacy Wealth Management (Idaho)’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
Q2 		– Sell
-315
Closed -$9.03K – 766
2025
Q1 		$9.03K Buy
+315
New +$9.55K 0.01% 345

Other funds holding BWA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s BWA Position: Q2 2025 in Review

Legacy Wealth Management (Idaho) sold out of BorgWarner (BWA) in Q2 2025, closing a stake of 315 shares — an estimated $9.03K sold.

Legacy Wealth Management (Idaho) first reported a position in BWA in Q1 2025 and held it in 1 quarter. The position peaked at $9.03K in Q1 2025. 590 funds tracked by Wall St. Rank hold BWA as of Q2 2025.

  • Legacy Wealth Management (Idaho) reported no remaining BorgWarner position as of Q2 2025 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 315 BorgWarner shares in Q2 2025, an estimated $9.03K.
  • Legacy Wealth Management (Idaho) first reported a position in BorgWarner in Q1 2025 and held it in 1 quarter.
  • Legacy Wealth Management (Idaho)'s BorgWarner position peaked at $9.03K in Q1 2025.
  • 590 funds tracked by Wall St. Rank held BorgWarner as of Q2 2025.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2025, filed 6 Aug 2025.