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Moran Wealth Management’s BorgWarner BWA Stock Holding History

Moran 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
Q1 		– Sell
-8,588
Closed -$387K – 487
2025
Q4 		$387K Sell
8,588
-3,998
-32% -$175K 0.01% 420
2025
Q3 		$553K Sell
12,586
-4,518
-26% -$181K 0.02% 394
2025
Q2 		$573K Sell
17,104
-1,311
-7% -$40.2K 0.02% 391
2025
Q1 		$528K Buy
18,415
+546
+3% +$16.6K 0.02% 379
2024
Q4 		$568K Buy
17,869
+932
+6% +$31.7K 0.02% 363
2024
Q3 		$615K Sell
16,937
-328
-2% -$10.8K 0.02% 358
2024
Q2 		$557K Buy
17,265
+2,154
+14% +$74.6K 0.02% 339
2024
Q1 		$525K Sell
15,111
-2,179
-13% -$71.3K 0.02% 324
2023
Q4 		$620K Sell
17,290
-1,248
-7% -$44.5K 0.02% 327
2023
Q3 		$748K Sell
18,538
-1,416
-7% -$60K 0.03% 275
2023
Q2 		$859K Sell
19,954
-4,603
-19% -$189K 0.03% 256
2023
Q1 		$1.06M Buy
24,557
+1,448
+6% +$60K 0.04% 255
2022
Q4 		$819K Buy
+23,109
New +$786K 0.03% 264

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

Moran Wealth Management's BWA Position: Q1 2026 in Review

Moran Wealth Management sold out of BorgWarner (BWA) in Q1 2026, closing a stake of 8,588 shares — an estimated $387K sold.

Moran Wealth Management first reported a position in BWA in Q4 2022 and held it in 13 quarters. The position peaked at $1.06M in Q1 2023. 710 funds tracked by Wall St. Rank hold BWA as of Q1 2026.

  • Moran Wealth Management reported no remaining BorgWarner position as of Q1 2026 after selling out during the quarter.
  • Moran Wealth Management sold 8,588 BorgWarner shares in Q1 2026, an estimated $387K.
  • Moran Wealth Management first reported a position in BorgWarner in Q4 2022 and held it in 13 quarters.
  • Moran Wealth Management's BorgWarner position peaked at $1.06M in Q1 2023.
  • 710 funds tracked by Wall St. Rank held BorgWarner as of Q1 2026.

Based on Moran Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.