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NewEdge Wealth’s BorgWarner BWA Stock Holding History

NewEdge Wealth’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 		$261K Buy
+3,930
New +$249K ﹤0.01% 1086
2023
Q4 		– Sell
-6,206
Closed -$251K – 740
2023
Q3 		$251K Sell
6,206
-459
-7% -$19.4K 0.01% 573
2023
Q2 		$287K Sell
6,665
-9
-0.1% -$370 0.01% 553
2023
Q1 		$289K Buy
6,674
+970
+17% +$40.2K 0.01% 509
2022
Q4 		$202K Buy
+5,704
New +$194K 0.01% 517

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

NewEdge Wealth's BWA Position: Q2 2026 in Review

NewEdge Wealth opened a new position in BorgWarner (BWA) in Q2 2026: 3,930 shares worth $261K. The stake represents ﹤0.01% of the portfolio and ranks #1086 among its holdings. This is a return to the name: NewEdge Wealth previously reported a position in BWA as recently as Q3 2023.

NewEdge Wealth first reported a position in BWA in Q4 2022 and has held it in 5 quarters since. The position peaked at $289K in Q1 2023. 816 funds tracked by Wall St. Rank hold BWA as of Q2 2026.

  • NewEdge Wealth held 3,930 shares of BorgWarner worth $261K as of Q2 2026.
  • BorgWarner was a new NewEdge Wealth position in Q2 2026.
  • BorgWarner made up ﹤0.01% of NewEdge Wealth's portfolio in Q2 2026, its #1086 holding.
  • NewEdge Wealth first reported a position in BorgWarner in Q4 2022 and has held it in 5 quarters since.
  • NewEdge Wealth's BorgWarner position peaked at $289K in Q1 2023.
  • 816 funds tracked by Wall St. Rank held BorgWarner as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.