MG
BWA icon

Mather Group’s BorgWarner BWA Stock Holding History

Mather Group’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 		$50K Buy
+922
New +$48.6K ﹤0.01% 1056
2025
Q4 		– Sell
-922
Closed -$40.5K – 786
2025
Q3 		$40.5K Buy
+922
New +$36.8K ﹤0.01% 951
2025
Q2 		– Sell
-836
Closed -$24K – 766
2025
Q1 		$24K Sell
836
-204
-20% -$6.19K ﹤0.01% 1052
2024
Q4 		$33.1K Buy
1,040
+216
+26% +$7.35K ﹤0.01% 959
2024
Q3 		$29.9K Sell
824
-61
-7% -$2.01K ﹤0.01% 974
2024
Q2 		$30.7K Sell
885
-352
-28% -$12.2K ﹤0.01% 1146
2024
Q1 		$44.3K Buy
+1,237
New +$40.5K ﹤0.01% 894

Other funds holding BWA

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
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
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return