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 Q3	$1.28M	Sell	21,325 -662	-3%	-$42.7K	﹤0.01%	961
2026 Q2	$1.46M	Buy	21,987 +4,621	+27%	+$293K	﹤0.01%	919
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

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Lido Advisors's BWA Position: Q3 2026 in Review

Lido Advisors reduced its BorgWarner (BWA) stake by 3% in Q3 2026, selling an estimated $42.7K and leaving 21,325 shares worth $1.28M. The position accounts for ﹤0.01% of the portfolio, ranked #961.

Lido Advisors first reported a position in BWA in Q1 2021 and has held it in 14 quarters since. The position peaked at $1.46M in Q2 2026. 383 funds tracked by Wall St. Rank hold BWA as of Q3 2026.

Lido Advisors held 21,325 shares of BorgWarner worth $1.28M as of Q3 2026.
Lido Advisors sold 662 BorgWarner shares in Q3 2026, an estimated $42.7K.
BorgWarner made up ﹤0.01% of Lido Advisors's portfolio in Q3 2026, its #961 holding.
Lido Advisors first reported a position in BorgWarner in Q1 2021 and has held it in 14 quarters since.
Lido Advisors's BorgWarner position peaked at $1.46M in Q2 2026.
383 funds tracked by Wall St. Rank held BorgWarner as of Q3 2026.

Based on Lido Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.