Mutual Advisors’s BorgWarner BWA Stock Holding History

Mutual 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	$1.11M	Sell	20,515 -101	-0.5%	-$5.32K	0.02%	558
2025 Q4	$929K	Buy	20,616 +19	+0.1%	+$832	0.02%	603
2025 Q3	$900K	Buy	+20,597	New	+$823K	0.02%	606

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

Mutual Advisors's BWA Position: Q1 2026 in Review

Mutual Advisors reduced its BorgWarner (BWA) stake by 0.49% in Q1 2026, selling an estimated $5.32K and leaving 20,515 shares worth $1.11M. The position accounts for 0.02% of the portfolio, ranked #558.

Mutual Advisors first reported a position in BWA in Q3 2025 and has held it in 3 quarters since. 710 funds tracked by Wall St. Rank hold BWA as of Q1 2026.

Mutual Advisors held 20,515 shares of BorgWarner worth $1.11M as of Q1 2026.
Mutual Advisors sold 101 BorgWarner shares in Q1 2026, an estimated $5.32K.
BorgWarner made up 0.02% of Mutual Advisors's portfolio in Q1 2026, its #558 holding.
Mutual Advisors first reported a position in BorgWarner in Q3 2025 and has held it in 3 quarters since.
710 funds tracked by Wall St. Rank held BorgWarner as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.