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Optas LLC’s BorgWarner BWA Stock Holding History

Optas LLC’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 		$297K Sell
4,473
-12
-0.3% -$760 0.04% 323
2026
Q1 		$243K Sell
4,485
-298
-6% -$15.7K 0.04% 379
2025
Q4 		$216K Sell
4,783
-7
-0.1% -$307 0.03% 414
2025
Q3 		$211K Buy
+4,790
New +$191K 0.04% 361

Other funds holding BWA

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SGK
Steigerwald Gordon & Koch Leesburg, Virginia $1.01B AUM 15.33% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Optas LLC's BWA Position: Q2 2026 in Review

Optas LLC reduced its BorgWarner (BWA) stake by 0.27% in Q2 2026, selling an estimated $760 and leaving 4,473 shares worth $297K. The position accounts for 0.04% of the portfolio, ranked #323.

Optas LLC first reported a position in BWA in Q3 2025 and has held it in 4 quarters since. 162 funds tracked by Wall St. Rank hold BWA as of Q2 2026.

  • Optas LLC held 4,473 shares of BorgWarner worth $297K as of Q2 2026.
  • Optas LLC sold 12 BorgWarner shares in Q2 2026, an estimated $760.
  • BorgWarner made up 0.04% of Optas LLC's portfolio in Q2 2026, its #323 holding.
  • Optas LLC first reported a position in BorgWarner in Q3 2025 and has held it in 4 quarters since.
  • 162 funds tracked by Wall St. Rank held BorgWarner as of Q2 2026.

Based on Optas LLC's 13F filing for Q2 2026, filed 21 Jul 2026.