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Monument Capital Management’s BorgWarner BWA Stock Holding History

Monument Capital 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 		$2.42M Buy
+36,443
New +$2.31M 0.49% 74
2023
Q4 		– Sell
-7,496
Closed -$303K – 182
2023
Q3 		$303K Buy
7,496
+2,323
+45% +$98.4K 0.1% 136
2023
Q2 		$223K Buy
+5,173
New +$213K 0.07% 150

Other funds holding BWA

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SGK
Steigerwald Gordon & Koch Leesburg, Virginia $1.01B AUM 15.33% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
AWA
Arbor Wealth Advisors Troy, Michigan $164M AUM 27.68% 1-Year Est. Return

Monument Capital Management's BWA Position: Q2 2026 in Review

Monument Capital Management opened a new position in BorgWarner (BWA) in Q2 2026: 36,443 shares worth $2.42M. The stake represents 0.49% of the portfolio and ranks #74 among its holdings. This is a return to the name: Monument Capital Management previously reported a position in BWA as recently as Q3 2023.

Monument Capital Management first reported a position in BWA in Q2 2023 and has held it in 3 quarters since. 144 funds tracked by Wall St. Rank hold BWA as of Q2 2026.

  • Monument Capital Management held 36,443 shares of BorgWarner worth $2.42M as of Q2 2026.
  • BorgWarner was a new Monument Capital Management position in Q2 2026.
  • BorgWarner made up 0.49% of Monument Capital Management's portfolio in Q2 2026, its #74 holding.
  • Monument Capital Management first reported a position in BorgWarner in Q2 2023 and has held it in 3 quarters since.
  • 144 funds tracked by Wall St. Rank held BorgWarner as of Q2 2026.

Based on Monument Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.