Lido Advisors’s BorgWarner BWA Stock Holding History

Lido 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 Q1	$942K	Buy	17,366 +3,496	+25%	+$184K	﹤0.01%	994
2025 Q4	$612K	Buy	13,870 +508	+4%	+$22.3K	﹤0.01%	1216
2025 Q3	$587K	Buy	13,362 +2,020	+18%	+$80.7K	﹤0.01%	1176
2025 Q2	$380K	Buy	+11,342	New	+$348K	﹤0.01%	1224
2024 Q2	–	Sell	-5,931	Closed	-$206K	–	1427
2024 Q1	$206K	Sell	5,931 -44	-0.7%	-$1.44K	﹤0.01%	1251
2023 Q4	$214K	Buy	+5,975	New	+$213K	﹤0.01%	1186
2023 Q2	–	Sell	-4,887	Closed	-$211K	–	1230
2023 Q1	$211K	Buy	+4,887	New	+$202K	﹤0.01%	994
2022 Q2	–	Sell	-7,743	Closed	-$265K	–	951
2022 Q1	$265K	Sell	7,743 -41	-0.5%	-$1.53K	﹤0.01%	851
2021 Q4	$308K	Buy	7,784 +294	+4%	+$11.8K	﹤0.01%	798
2021 Q3	$284K	Buy	7,490 +83	+1%	+$3.3K	﹤0.01%	767
2021 Q2	$317K	Sell	7,407 -96	-1%	-$4.23K	﹤0.01%	702
2021 Q1	$306K	Buy	+7,503	New	+$292K	0.01%	656

Other funds holding BWA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Lido Advisors's BWA Position: Q1 2026 in Review

Lido Advisors increased its BorgWarner (BWA) stake by 25% in Q1 2026, buying an estimated $184K and bringing the position to 17,366 shares worth $942K. The position accounts for ﹤0.01% of the portfolio, ranked #994.

Lido Advisors first reported a position in BWA in Q1 2021 and has held it in 12 quarters since. 710 funds tracked by Wall St. Rank hold BWA as of Q1 2026.

Lido Advisors held 17,366 shares of BorgWarner worth $942K as of Q1 2026.
Lido Advisors bought 3,496 BorgWarner shares in Q1 2026, an estimated $184K.
BorgWarner made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #994 holding.
Lido Advisors first reported a position in BorgWarner in Q1 2021 and has held it in 12 quarters since.
710 funds tracked by Wall St. Rank held BorgWarner as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.