NorthRock Partners’s BorgWarner BWA Stock Holding History

NorthRock Partners’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 Q4	–	Sell	-8,513	Closed	-$374K	–	665
2025 Q3	$374K	Buy	+8,513	New	+$340K	0.01%	622

Other funds holding BWA

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

NorthRock Partners's BWA Position: Q4 2025 in Review

NorthRock Partners sold out of BorgWarner (BWA) in Q4 2025, closing a stake of 8,513 shares — an estimated $374K sold.

NorthRock Partners first reported a position in BWA in Q3 2025 and held it in 1 quarter. The position peaked at $374K in Q3 2025. 671 funds tracked by Wall St. Rank hold BWA as of Q4 2025.

NorthRock Partners reported no remaining BorgWarner position as of Q4 2025 after selling out during the quarter.
NorthRock Partners sold 8,513 BorgWarner shares in Q4 2025, an estimated $374K.
NorthRock Partners first reported a position in BorgWarner in Q3 2025 and held it in 1 quarter.
NorthRock Partners's BorgWarner position peaked at $374K in Q3 2025.
671 funds tracked by Wall St. Rank held BorgWarner as of Q4 2025.

Based on NorthRock Partners's 13F filing for Q4 2025, filed 17 Feb 2026.