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 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 $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

North Star Investment Management's BWA Position: Q1 2026 in Review

North Star Investment Management opened a new position in BorgWarner (BWA) in Q1 2026: 15 shares worth $814. The stake represents ﹤0.01% of the portfolio and ranks #1524 among its holdings. This is a return to the name: North Star Investment Management previously reported a position in BWA as recently as Q4 2023.

North Star Investment Management first reported a position in BWA in Q2 2017 and has held it in 10 quarters since. The position peaked at $2.14M in Q1 2022. 710 funds tracked by Wall St. Rank hold BWA as of Q1 2026.

North Star Investment Management held 15 shares of BorgWarner worth $814 as of Q1 2026.
BorgWarner was a new North Star Investment Management position in Q1 2026.
BorgWarner made up ﹤0.01% of North Star Investment Management's portfolio in Q1 2026, its #1524 holding.
North Star Investment Management first reported a position in BorgWarner in Q2 2017 and has held it in 10 quarters since.
North Star Investment Management's BorgWarner position peaked at $2.14M in Q1 2022.
710 funds tracked by Wall St. Rank held BorgWarner as of Q1 2026.

Based on North Star Investment Management's 13F filing for Q1 2026, filed 23 Apr 2026.