Moneta Group Investment Advisors’s BorgWarner BWA Stock Holding History

Moneta Group Investment 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 Q2	$343K	Sell	5,171 -11	-0.2%	-$697	﹤0.01%	650
2026 Q1	$281K	Buy	5,182 +20	+0.4%	+$1.05K	﹤0.01%	646
2025 Q4	$233K	Sell	5,162 -52	-1%	-$2.28K	﹤0.01%	718
2025 Q3	$229K	Buy	+5,214	New	+$208K	﹤0.01%	707
2024 Q2	–	Sell	-10,981	Closed	-$381K	–	611
2024 Q1	$381K	Buy	10,981 +97	+0.9%	+$3.17K	0.01%	429
2023 Q4	$390K	Sell	10,884 -397	-4%	-$14.2K	0.01%	380
2023 Q3	$455K	Sell	11,281 -3,059	-21%	-$130K	0.01%	334
2023 Q2	$543K	Buy	+14,340	New	+$590K	0.01%	307
2018 Q1	–	Sell	-3	Closed	–	–	614
2017 Q4	$0	Buy	+3	New	+$139	﹤0.01%	469

Other funds holding BWA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Moneta Group Investment Advisors's BWA Position: Q2 2026 in Review

Moneta Group Investment Advisors reduced its BorgWarner (BWA) stake by 0.21% in Q2 2026, selling an estimated $697 and leaving 5,171 shares worth $343K. The position accounts for ﹤0.01% of the portfolio, ranked #650.

Moneta Group Investment Advisors first reported a position in BWA in Q4 2017 and has held it in 9 quarters since. The position peaked at $543K in Q2 2023. 817 funds tracked by Wall St. Rank hold BWA as of Q2 2026.

Moneta Group Investment Advisors held 5,171 shares of BorgWarner worth $343K as of Q2 2026.
Moneta Group Investment Advisors sold 11 BorgWarner shares in Q2 2026, an estimated $697.
BorgWarner made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #650 holding.
Moneta Group Investment Advisors first reported a position in BorgWarner in Q4 2017 and has held it in 9 quarters since.
Moneta Group Investment Advisors's BorgWarner position peaked at $543K in Q2 2023.
817 funds tracked by Wall St. Rank held BorgWarner as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.