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MONECO Advisors’s BorgWarner BWA Stock Holding History

MONECO 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
Q1 		$237K Sell
4,371
-106
-2% -$5.59K 0.02% 461
2025
Q4 		$202K Buy
+4,477
New +$196K 0.02% 498
2023
Q4 		– Sell
-5,070
Closed -$205K – 380
2023
Q3 		$205K Buy
+5,070
New +$215K 0.06% 324

Other funds holding BWA

BlackRock
BlackRock New York $5.72T 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 $871B 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

MONECO Advisors's BWA Position: Q1 2026 in Review

MONECO Advisors reduced its BorgWarner (BWA) stake by 2.4% in Q1 2026, selling an estimated $5.59K and leaving 4,371 shares worth $237K. The position accounts for 0.02% of the portfolio, ranked #461.

MONECO Advisors first reported a position in BWA in Q3 2023 and has held it in 3 quarters since. 710 funds tracked by Wall St. Rank hold BWA as of Q1 2026.

  • MONECO Advisors held 4,371 shares of BorgWarner worth $237K as of Q1 2026.
  • MONECO Advisors sold 106 BorgWarner shares in Q1 2026, an estimated $5.59K.
  • BorgWarner made up 0.02% of MONECO Advisors's portfolio in Q1 2026, its #461 holding.
  • MONECO Advisors first reported a position in BorgWarner in Q3 2023 and has held it in 3 quarters since.
  • 710 funds tracked by Wall St. Rank held BorgWarner as of Q1 2026.

Based on MONECO Advisors's 13F filing for Q1 2026, filed 8 May 2026.