LI
BWA icon

LRI Investments’s BorgWarner BWA Stock Holding History

LRI Investments’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 		$17.3K Buy
260
+21
+9% +$1.33K ﹤0.01% 804
2026
Q1 		$13K Buy
239
+205
+603% +$10.8K ﹤0.01% 811
2025
Q4 		$1.53K Hold
34
– – ﹤0.01% 1233
2025
Q3 		$1.5K Hold
34
– – ﹤0.01% 1231
2025
Q2 		$1.14K Hold
34
– – ﹤0.01% 1207
2025
Q1 		$974 Sell
34
-935
-96% -$28.4K ﹤0.01% 1157
2024
Q4 		$30.8K Buy
969
+909
+1,515% +$30.9K ﹤0.01% 599
2024
Q3 		$2.07K Sell
60
-887
-94% -$29.2K ﹤0.01% 1069
2024
Q2 		$30.5K Buy
947
+913
+2,685% +$31.6K ﹤0.01% 547
2024
Q1 		$1.18K Buy
+34
New +$1.11K ﹤0.01% 789

Other funds holding BWA

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
AWA
Arbor Wealth Advisors Troy, Michigan $164M AUM 27.68% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return
BDPWM
Barnes Dennig Private Wealth Management Cincinnati, Ohio $125M AUM 74.2% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $921M AUM 207.76% 1-Year Est. Return
KAM
Kopion Asset Management Mckinney, Texas $158M AUM 11.93% 1-Year Est. Return
LD
Lipe & Dalton Syracuse, New York $215M AUM 39.53% 1-Year Est. Return