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Mount Yale Investment Advisors’s BorgWarner BWA Stock Holding History

Mount Yale 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 		$612K Buy
+9,212
New +$584K 0.01% 719
2025
Q3 		– Sell
-94,131
Closed -$3.15M – 802
2025
Q2 		$3.15M Sell
94,131
-2,395
-2% -$73.4K 0.25% 82
2025
Q1 		$2.77M Buy
96,526
+34,946
+57% +$1.06M 0.24% 93
2024
Q4 		$1.96M Sell
61,580
-72,695
-54% -$2.48M 0.16% 123
2024
Q3 		$4.87M Sell
134,275
-17,835
-12% -$588K 0.47% 46
2024
Q2 		$4.9M Sell
152,110
-22,283
-13% -$772K 0.39% 51
2024
Q1 		$6.06M Buy
174,393
+6,062
+4% +$198K 0.46% 42
2023
Q4 		$6.03M Buy
168,331
+162,005
+2,561% +$5.78M 0.57% 30
2023
Q3 		$255K Buy
6,326
+1,247
+25% +$52.8K 0.03% 421
2023
Q2 		$219K Buy
+5,079
New +$209K 0.02% 449
2023
Q1 		– Sell
-186,341
Closed -$6.6M – 486
2022
Q4 		$6.6M Buy
186,341
+2,005
+1% +$68.2K 0.75% 24
2022
Q3 		$5.09M Buy
184,336
+7,405
+4% +$239K 0.68% 31
2022
Q2 		$5.2M Buy
176,931
+11,068
+7% +$365K 0.65% 34
2022
Q1 		$5.68M Buy
165,863
+24,162
+17% +$903K 0.62% 34
2021
Q4 		$5.62M Sell
141,701
-324
-0.2% -$13K 0.58% 37
2021
Q3 		$5.4M Buy
142,025
+552
+0.4% +$22K 0.62% 32
2021
Q2 		$6.04M Sell
141,473
-808
-0.6% -$35.6K 0.73% 29
2021
Q1 		$5.81M Sell
142,281
-5,348
-4% -$208K 0.76% 27
2020
Q4 		$5.02M Buy
147,629
+5,681
+4% +$193K 0.7% 32
2020
Q3 		$4.84M Sell
141,948
-571
-0.4% -$19.6K 0.69% 28
2020
Q2 		$4.43M Buy
+142,519
New +$3.75M 0.79% 30
2018
Q4 		– Sell
-1,769
Closed -$63K – 378
2018
Q3 		$63K Sell
1,769
-696
-28% -$27.4K 0.01% 560
2018
Q2 		$94K Sell
2,465
-2,059
-46% -$90.7K 0.02% 477
2018
Q1 		$200K Buy
+4,524
New +$210K 0.04% 292

Other funds holding BWA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Mount Yale Investment Advisors's BWA Position: Q2 2026 in Review

Mount Yale Investment Advisors opened a new position in BorgWarner (BWA) in Q2 2026: 9,212 shares worth $612K. The stake represents 0.01% of the portfolio and ranks #719 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in BWA as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in BWA in Q1 2018 and has held it in 24 quarters since. The position peaked at $6.6M in Q4 2022. 817 funds tracked by Wall St. Rank hold BWA as of Q2 2026.

  • Mount Yale Investment Advisors held 9,212 shares of BorgWarner worth $612K as of Q2 2026.
  • BorgWarner was a new Mount Yale Investment Advisors position in Q2 2026.
  • BorgWarner made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #719 holding.
  • Mount Yale Investment Advisors first reported a position in BorgWarner in Q1 2018 and has held it in 24 quarters since.
  • Mount Yale Investment Advisors's BorgWarner position peaked at $6.6M in Q4 2022.
  • 817 funds tracked by Wall St. Rank held BorgWarner as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.