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Optimum Investment Advisors’s BorgWarner BWA Stock Holding History

Optimum Investment Advisors’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
2019
Q4 		– Sell
-568
Closed -$1K – 948
2019
Q3 		$1K Hold
568
– – ﹤0.01% 954
2019
Q2 		$2K Hold
568
– – ﹤0.01% 887
2019
Q1 		$2K Buy
+568
New +$19.6K ﹤0.01% 941

Other funds holding BWA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Optimum Investment Advisors's BWA Position: Q3 2025 in Review

Optimum Investment Advisors held its BorgWarner (BWA) position steady in Q3 2025 at 698 shares worth $30.7K. The position accounts for 0.01% of the portfolio, ranked #402.

Optimum Investment Advisors first reported a position in BWA in Q3 2013 and has held it in 48 quarters since. The position peaked at $1.16M in Q2 2014. 641 funds tracked by Wall St. Rank hold BWA as of Q3 2025.

  • Optimum Investment Advisors held 698 shares of BorgWarner worth $30.7K as of Q3 2025.
  • Optimum Investment Advisors left its BorgWarner share count unchanged in Q3 2025.
  • BorgWarner made up 0.01% of Optimum Investment Advisors's portfolio in Q3 2025, its #402 holding.
  • Optimum Investment Advisors first reported a position in BorgWarner in Q3 2013 and has held it in 48 quarters since.
  • Optimum Investment Advisors's BorgWarner position peaked at $1.16M in Q2 2014.
  • 641 funds tracked by Wall St. Rank held BorgWarner as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.