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Modern Wealth Management’s BorgWarner BWA Stock Holding History

Modern Wealth Management’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 		$327K Buy
4,931
+213
+5% +$13.5K ﹤0.01% 856
2026
Q1 		$257K Buy
+4,718
New +$249K ﹤0.01% 767

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

Modern Wealth Management's BWA Position: Q2 2026 in Review

Modern Wealth Management increased its BorgWarner (BWA) stake by 4.5% in Q2 2026, buying an estimated $13.5K and bringing the position to 4,931 shares worth $327K. The position accounts for ﹤0.01% of the portfolio, ranked #856.

Modern Wealth Management first reported a position in BWA in Q1 2026 and has held it in 2 quarters since. 812 funds tracked by Wall St. Rank hold BWA as of Q2 2026.

  • Modern Wealth Management held 4,931 shares of BorgWarner worth $327K as of Q2 2026.
  • Modern Wealth Management bought 213 BorgWarner shares in Q2 2026, an estimated $13.5K.
  • BorgWarner made up ﹤0.01% of Modern Wealth Management's portfolio in Q2 2026, its #856 holding.
  • Modern Wealth Management first reported a position in BorgWarner in Q1 2026 and has held it in 2 quarters since.
  • 812 funds tracked by Wall St. Rank held BorgWarner as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.