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Nicolet Advisory Services’s BorgWarner BWA Stock Holding History

Nicolet Advisory Services’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
2025
Q3 		– Sell
-7,052
Closed -$265K – 420
2025
Q2 		$265K Buy
+7,052
New +$216K 0.02% 337

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Victory Capital Management
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State Street
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AQR Capital Management
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LSV Asset Management
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EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Nicolet Advisory Services's BWA Position: Q3 2025 in Review

Nicolet Advisory Services sold out of BorgWarner (BWA) in Q3 2025, closing a stake of 7,052 shares — an estimated $265K sold.

Nicolet Advisory Services first reported a position in BWA in Q2 2025 and held it in 1 quarter. The position peaked at $265K in Q2 2025. 641 funds tracked by Wall St. Rank hold BWA as of Q3 2025.

  • Nicolet Advisory Services reported no remaining BorgWarner position as of Q3 2025 after selling out during the quarter.
  • Nicolet Advisory Services sold 7,052 BorgWarner shares in Q3 2025, an estimated $265K.
  • Nicolet Advisory Services first reported a position in BorgWarner in Q2 2025 and held it in 1 quarter.
  • Nicolet Advisory Services's BorgWarner position peaked at $265K in Q2 2025.
  • 641 funds tracked by Wall St. Rank held BorgWarner as of Q3 2025.

Based on Nicolet Advisory Services's 13F filing for Q3 2025, filed 13 Nov 2025.