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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
Q2 		$1.15M Sell
17,371
-3,144
-15% -$199K 0.02% 593
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
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

Mutual Advisors's BWA Position: Q2 2026 in Review

Mutual Advisors reduced its BorgWarner (BWA) stake by 15% in Q2 2026, selling an estimated $199K and leaving 17,371 shares worth $1.15M. The position accounts for 0.02% of the portfolio, ranked #593.

Mutual Advisors first reported a position in BWA in Q3 2025 and has held it in 4 quarters since. 816 funds tracked by Wall St. Rank hold BWA as of Q2 2026.

  • Mutual Advisors held 17,371 shares of BorgWarner worth $1.15M as of Q2 2026.
  • Mutual Advisors sold 3,144 BorgWarner shares in Q2 2026, an estimated $199K.
  • BorgWarner made up 0.02% of Mutual Advisors's portfolio in Q2 2026, its #593 holding.
  • Mutual Advisors first reported a position in BorgWarner in Q3 2025 and has held it in 4 quarters since.
  • 816 funds tracked by Wall St. Rank held BorgWarner as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.