OW
BWA icon

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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Olistico Wealth's BWA Position: Q2 2026 in Review

Olistico Wealth increased its BorgWarner (BWA) stake by 0.27% in Q2 2026, buying an estimated $190 and bringing the position to 1,108 shares worth $73.5K. The position accounts for 0.03% of the portfolio, ranked #139.

Olistico Wealth first reported a position in BWA in Q2 2024 and has held it in 8 quarters since. 812 funds tracked by Wall St. Rank hold BWA as of Q2 2026.

  • Olistico Wealth held 1,108 shares of BorgWarner worth $73.5K as of Q2 2026.
  • Olistico Wealth bought 3 BorgWarner shares in Q2 2026, an estimated $190.
  • BorgWarner made up 0.03% of Olistico Wealth's portfolio in Q2 2026, its #139 holding.
  • Olistico Wealth first reported a position in BorgWarner in Q2 2024 and has held it in 8 quarters since.
  • 812 funds tracked by Wall St. Rank held BorgWarner as of Q2 2026.

Based on Olistico Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.