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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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

LRI Investments's BWA Position: Q2 2026 in Review

LRI Investments increased its BorgWarner (BWA) stake by 8.8% in Q2 2026, buying an estimated $1.33K and bringing the position to 260 shares worth $17.3K. The position accounts for ﹤0.01% of the portfolio, ranked #804.

LRI Investments first reported a position in BWA in Q1 2024 and has held it in 10 quarters since. The position peaked at $30.8K in Q4 2024. 817 funds tracked by Wall St. Rank hold BWA as of Q2 2026.

  • LRI Investments held 260 shares of BorgWarner worth $17.3K as of Q2 2026.
  • LRI Investments bought 21 BorgWarner shares in Q2 2026, an estimated $1.33K.
  • BorgWarner made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #804 holding.
  • LRI Investments first reported a position in BorgWarner in Q1 2024 and has held it in 10 quarters since.
  • LRI Investments's BorgWarner position peaked at $30.8K in Q4 2024.
  • 817 funds tracked by Wall St. Rank held BorgWarner as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.