Olistico Wealth’s BorgWarner BWA Stock Holding History

Olistico 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 Q3	$66.8K	Buy	1,111 +3	+0.3%	+$194	0.03%	146
2026 Q2	$73.5K	Buy	1,108 +3	+0.3%	+$190	0.03%	139
2026 Q1	$60K	Buy	1,105 +3	+0.3%	+$158	0.03%	148
2025 Q4	$49.6K	Buy	+1,102	New	+$48.3K	0.02%	161
2025 Q3	–	Sell	-1,093	Closed	-$36.6K	–	126
2025 Q2	$36.6K	Buy	1,093 +4	+0.4%	+$123	0.02%	189
2025 Q1	$31.2K	Buy	1,089 +4	+0.4%	+$121	0.02%	185
2024 Q4	$34.5K	Buy	1,085 +4	+0.4%	+$136	0.02%	179
2024 Q3	$39.3K	Buy	1,081 +3	+0.3%	+$99	0.02%	174
2024 Q2	$34.8K	Buy	+1,078	New	+$37.3K	0.02%	180

Other funds holding BWA

FCT

First Community Trust Dubuque, Iowa $300M AUM 39.19% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

CPBTD

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

EFG

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Olistico Wealth's BWA Position: Q3 2026 in Review

Olistico Wealth increased its BorgWarner (BWA) stake by 0.27% in Q3 2026, buying an estimated $194 and bringing the position to 1,111 shares worth $66.8K. The position accounts for 0.03% of the portfolio, ranked #146.

Olistico Wealth first reported a position in BWA in Q2 2024 and has held it in 9 quarters since. The position peaked at $73.5K in Q2 2026. 18 funds tracked by Wall St. Rank hold BWA as of Q3 2026.

Olistico Wealth held 1,111 shares of BorgWarner worth $66.8K as of Q3 2026.
Olistico Wealth bought 3 BorgWarner shares in Q3 2026, an estimated $194.
BorgWarner made up 0.03% of Olistico Wealth's portfolio in Q3 2026, its #146 holding.
Olistico Wealth first reported a position in BorgWarner in Q2 2024 and has held it in 9 quarters since.
Olistico Wealth's BorgWarner position peaked at $73.5K in Q2 2026.
18 funds tracked by Wall St. Rank held BorgWarner as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.