Optimize Financial’s BorgWarner BWA Stock Holding History

Optimize Financial’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	$819K	Sell	12,328 -42	-0.3%	-$2.66K	0.29%	40
2026 Q1	$671K	Buy	+12,370	New	+$652K	0.33%	42

Other funds holding BWA

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

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

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

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

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Optimize Financial's BWA Position: Q2 2026 in Review

Optimize Financial reduced its BorgWarner (BWA) stake by 0.34% in Q2 2026, selling an estimated $2.66K and leaving 12,328 shares worth $819K. The position accounts for 0.29% of the portfolio, ranked #40.

Optimize Financial first reported a position in BWA in Q1 2026 and has held it in 2 quarters since. 816 funds tracked by Wall St. Rank hold BWA as of Q2 2026.

Optimize Financial held 12,328 shares of BorgWarner worth $819K as of Q2 2026.
Optimize Financial sold 42 BorgWarner shares in Q2 2026, an estimated $2.66K.
BorgWarner made up 0.29% of Optimize Financial's portfolio in Q2 2026, its #40 holding.
Optimize Financial first reported a position in BorgWarner in Q1 2026 and has held it in 2 quarters since.
816 funds tracked by Wall St. Rank held BorgWarner as of Q2 2026.

Based on Optimize Financial's 13F filing for Q2 2026, filed 27 Aug 2026.