North Star Investment Management’s BorgWarner BWA Stock Holding History

North Star Investment Management’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	$996	Hold	15	–	–	﹤0.01%	1545
2026 Q1	$814	Buy	+15	New	+$791	﹤0.01%	1524
2024 Q1	–	Sell	-6,000	Closed	-$215K	–	1239
2023 Q4	$215K	Buy	6,000 +2,000	+50%	+$71.4K	0.02%	408
2023 Q3	$161K	Buy	+4,000	New	+$169K	0.01%	438
2022 Q4	–	Sell	-65,888	Closed	-$1.82M	–	1317
2022 Q3	$1.82M	Hold	65,888	–	–	0.18%	128
2022 Q2	$1.94M	Buy	65,888 +3,408	+5%	+$112K	0.18%	138
2022 Q1	$2.14M	Buy	+62,480	New	+$2.33M	0.17%	138
2019 Q3	–	Sell	-38,624	Closed	-$1.43M	–	1091
2019 Q2	$1.43M	Buy	38,624 +14,768	+62%	+$523K	0.16%	152
2019 Q1	$807K	Sell	23,856 -2,272	-9%	-$78.6K	0.09%	232
2018 Q4	$799K	Buy	+26,128	New	+$876K	0.1%	213
2017 Q3	–	Sell	-136	Closed	-$5K	–	1086
2017 Q2	$5K	Buy	+136	New	+$4.93K	﹤0.01%	923

Other funds holding BWA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

North Star Investment Management's BWA Position: Q2 2026 in Review

North Star Investment Management held its BorgWarner (BWA) position steady in Q2 2026 at 15 shares worth $996. The position accounts for ﹤0.01% of the portfolio, ranked #1545.

North Star Investment Management first reported a position in BWA in Q2 2017 and has held it in 11 quarters since. The position peaked at $2.14M in Q1 2022. 817 funds tracked by Wall St. Rank hold BWA as of Q2 2026.

North Star Investment Management held 15 shares of BorgWarner worth $996 as of Q2 2026.
North Star Investment Management left its BorgWarner share count unchanged in Q2 2026.
BorgWarner made up ﹤0.01% of North Star Investment Management's portfolio in Q2 2026, its #1545 holding.
North Star Investment Management first reported a position in BorgWarner in Q2 2017 and has held it in 11 quarters since.
North Star Investment Management's BorgWarner position peaked at $2.14M in Q1 2022.
817 funds tracked by Wall St. Rank held BorgWarner as of Q2 2026.

Based on North Star Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.