Optima Capital’s BorgWarner BWA Stock Holding History

Optima Capital’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	–	Sell	-13	Closed	-$586	–	312
2025 Q4	$586	Buy	+13	New	+$569	﹤0.01%	1105

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

Optima Capital's BWA Position: Q1 2026 in Review

Optima Capital sold out of BorgWarner (BWA) in Q1 2026, closing a stake of 13 shares — an estimated $586 sold.

Optima Capital first reported a position in BWA in Q4 2025 and held it in 1 quarter. The position peaked at $586 in Q4 2025. 711 funds tracked by Wall St. Rank hold BWA as of Q1 2026.

Optima Capital reported no remaining BorgWarner position as of Q1 2026 after selling out during the quarter.
Optima Capital sold 13 BorgWarner shares in Q1 2026, an estimated $586.
Optima Capital first reported a position in BorgWarner in Q4 2025 and held it in 1 quarter.
Optima Capital's BorgWarner position peaked at $586 in Q4 2025.
711 funds tracked by Wall St. Rank held BorgWarner as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.