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 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 $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

Moneta Group Investment Advisors's BWA Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its BorgWarner (BWA) stake by 0.39% in Q1 2026, buying an estimated $1.05K and bringing the position to 5,182 shares worth $281K. The position accounts for ﹤0.01% of the portfolio, ranked #646.

Moneta Group Investment Advisors first reported a position in BWA in Q4 2017 and has held it in 8 quarters since. The position peaked at $543K in Q2 2023. 711 funds tracked by Wall St. Rank hold BWA as of Q1 2026.

Moneta Group Investment Advisors held 5,182 shares of BorgWarner worth $281K as of Q1 2026.
Moneta Group Investment Advisors bought 20 BorgWarner shares in Q1 2026, an estimated $1.05K.
BorgWarner made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #646 holding.
Moneta Group Investment Advisors first reported a position in BorgWarner in Q4 2017 and has held it in 8 quarters since.
Moneta Group Investment Advisors's BorgWarner position peaked at $543K in Q2 2023.
711 funds tracked by Wall St. Rank held BorgWarner as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.