LVW Advisors
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LVW Advisors’s BorgWarner BWA Stock Holding History

LVW 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 		$329K Buy
5,478
+212
+4% +$13.7K 0.03% 342
2026
Q2 		$350K Buy
+5,266
New +$334K 0.03% 311

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Geode Capital Management
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William Blair Investment Management
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Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

LVW Advisors's BWA Position: Q3 2026 in Review

LVW Advisors increased its BorgWarner (BWA) stake by 4% in Q3 2026, buying an estimated $13.7K and bringing the position to 5,478 shares worth $329K. The position accounts for 0.03% of the portfolio, ranked #342.

LVW Advisors first reported a position in BWA in Q2 2026 and has held it in 2 quarters since. The position peaked at $350K in Q2 2026. 429 funds tracked by Wall St. Rank hold BWA as of Q3 2026.

  • LVW Advisors held 5,478 shares of BorgWarner worth $329K as of Q3 2026.
  • LVW Advisors bought 212 BorgWarner shares in Q3 2026, an estimated $13.7K.
  • BorgWarner made up 0.03% of LVW Advisors's portfolio in Q3 2026, its #342 holding.
  • LVW Advisors first reported a position in BorgWarner in Q2 2026 and has held it in 2 quarters since.
  • LVW Advisors's BorgWarner position peaked at $350K in Q2 2026.
  • 429 funds tracked by Wall St. Rank held BorgWarner as of Q3 2026.

Based on LVW Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.