Mirabella Financial Services’s BorgWarner BWA Stock Holding History

Mirabella Financial Services’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	–	Sell	-30,681	Closed	-$1.38M	–	940
2025 Q4	$1.38M	Buy	+30,681	New	+$1.34M	0.13%	85
2025 Q1	–	Sell	-26,506	Closed	-$843K	–	271
2024 Q4	$843K	Buy	26,506 +1,488	+6%	+$50.7K	0.08%	178
2024 Q3	$908K	Buy	+25,018	New	+$825K	0.05%	128
2024 Q2	–	Sell	-11,429	Closed	-$397K	–	463
2024 Q1	$397K	Buy	+11,429	New	+$374K	0.03%	334
2023 Q4	–	Sell	-6,372	Closed	-$257K	–	446
2023 Q3	$257K	Sell	6,372 -135,709	-96%	-$5.75M	0.04%	297
2023 Q2	$6.12M	Buy	142,081 +99,859	+237%	+$4.11M	0.67%	31
2023 Q1	$1.83M	Buy	+42,222	New	+$1.75M	0.28%	78
2020 Q4	–	Sell	-115,653	Closed	-$3.94M	–	335
2020 Q3	$3.94M	Buy	+115,653	New	+$3.98M	0.54%	29

Other funds holding BWA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Mirabella Financial Services's BWA Position: Q1 2026 in Review

Mirabella Financial Services sold out of BorgWarner (BWA) in Q1 2026, closing a stake of 30,681 shares — an estimated $1.38M sold.

Mirabella Financial Services first reported a position in BWA in Q3 2020 and held it in 8 quarters. The position peaked at $6.12M in Q2 2023. 710 funds tracked by Wall St. Rank hold BWA as of Q1 2026.

Mirabella Financial Services reported no remaining BorgWarner position as of Q1 2026 after selling out during the quarter.
Mirabella Financial Services sold 30,681 BorgWarner shares in Q1 2026, an estimated $1.38M.
Mirabella Financial Services first reported a position in BorgWarner in Q3 2020 and held it in 8 quarters.
Mirabella Financial Services's BorgWarner position peaked at $6.12M in Q2 2023.
710 funds tracked by Wall St. Rank held BorgWarner as of Q1 2026.

Based on Mirabella Financial Services's 13F filing for Q1 2026, filed 12 May 2026.