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Morningstar Investment Management’s BorgWarner BWA Stock Holding History

Morningstar Investment 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 		$1.01M Hold
18,625
– – 0.06% 203
2026
Q1 		$1.01M Sell
18,625
-3,993
-18% -$210K 0.06% 201
2025
Q4 		$1.02M Hold
22,618
– – 0.06% 213
2025
Q3 		$994K Buy
+22,618
New +$904K 0.04% 343

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
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

Morningstar Investment Management's BWA Position: Q2 2026 in Review

Morningstar Investment Management held its BorgWarner (BWA) position steady in Q2 2026 at 18,625 shares worth $1.01M. The position accounts for 0.06% of the portfolio, ranked #203.

Morningstar Investment Management first reported a position in BWA in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.02M in Q4 2025. 290 funds tracked by Wall St. Rank hold BWA as of Q2 2026.

  • Morningstar Investment Management held 18,625 shares of BorgWarner worth $1.01M as of Q2 2026.
  • Morningstar Investment Management left its BorgWarner share count unchanged in Q2 2026.
  • BorgWarner made up 0.06% of Morningstar Investment Management's portfolio in Q2 2026, its #203 holding.
  • Morningstar Investment Management first reported a position in BorgWarner in Q3 2025 and has held it in 4 quarters since.
  • Morningstar Investment Management's BorgWarner position peaked at $1.02M in Q4 2025.
  • 290 funds tracked by Wall St. Rank held BorgWarner as of Q2 2026.

Based on Morningstar Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.