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Osborne Partners Capital Management’s BorgWarner BWA Stock Holding History

Osborne Partners Capital Management’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 		$13.4M Sell
201,332
-147,284
-42% -$9.33M 0.74% 39
2026
Q1 		$18.9M Sell
348,616
-16,876
-5% -$890K 1% 27
2025
Q4 		$16.5M Sell
365,492
-10,528
-3% -$461K 0.85% 35
2025
Q3 		$16.5M Sell
376,020
-986
-0.3% -$39.4K 0.84% 35
2025
Q2 		$12.6M Buy
377,006
+4,057
+1% +$124K 0.67% 53
2025
Q1 		$10.7M Buy
372,949
+6,803
+2% +$206K 0.62% 59
2024
Q4 		$11.6M Buy
366,146
+4,497
+1% +$153K 0.67% 49
2024
Q3 		$13.1M Buy
361,649
+1,957
+0.5% +$64.5K 0.74% 45
2024
Q2 		$11.6M Buy
359,692
+2,793
+0.8% +$96.7K 0.69% 50
2024
Q1 		$12.4M Buy
356,899
+166,484
+87% +$5.45M 0.76% 40
2023
Q4 		$6.83M Buy
190,415
+11,447
+6% +$409K 0.45% 74
2023
Q3 		$7.22M Sell
178,968
-23,429
-12% -$992K 0.53% 66
2023
Q2 		$8.71M Sell
202,397
-1,765
-0.9% -$72.6K 0.63% 57
2023
Q1 		$8.83M Sell
204,162
-2,645
-1% -$110K 0.65% 56
2022
Q4 		$7.33M Sell
206,807
-8,440
-4% -$287K 0.58% 64
2022
Q3 		$5.95M Buy
215,247
+2,655
+1% +$85.7K 0.5% 68
2022
Q2 		$6.25M Sell
212,592
-1,580
-0.7% -$52K 0.48% 71
2022
Q1 		$7.33M Buy
214,172
+9,169
+4% +$343K 0.54% 64
2021
Q4 		$8.13M Buy
205,003
+8,161
+4% +$328K 0.59% 57
2021
Q3 		$7.49M Buy
196,842
+15,686
+9% +$624K 0.6% 58
2021
Q2 		$7.74M Buy
181,156
+7,826
+5% +$345K 0.64% 55
2021
Q1 		$7.07M Buy
173,330
+859
+0.5% +$33.5K 0.64% 55
2020
Q4 		$5.87M Buy
172,471
+4,224
+3% +$143K 0.72% 46
2020
Q3 		$5.74M Buy
168,247
+980
+0.6% +$33.7K 1.15% 29
2020
Q2 		$5.2M Sell
167,267
-2,641
-2% -$69.6K 1.11% 32
2020
Q1 		$3.65M Buy
169,908
+56,183
+49% +$1.62M 0.95% 40
2019
Q4 		$4.34M Sell
113,725
-2,550
-2% -$93.4K 0.88% 46
2019
Q3 		$3.75M Sell
116,275
-693
-0.6% -$22.3K 0.75% 50
2019
Q2 		$4.32M Buy
116,968
+4,799
+4% +$170K 0.83% 47
2019
Q1 		$3.79M Buy
+112,169
New +$3.88M 0.74% 53

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

Osborne Partners Capital Management's BWA Position: Q2 2026 in Review

Osborne Partners Capital Management reduced its BorgWarner (BWA) stake by 42% in Q2 2026, selling an estimated $9.33M and leaving 201,332 shares worth $13.4M. The position accounts for 0.74% of the portfolio, ranked #39.

Osborne Partners Capital Management first reported a position in BWA in Q1 2019 and has held it in 30 quarters since. The position peaked at $18.9M in Q1 2026. 811 funds tracked by Wall St. Rank hold BWA as of Q2 2026.

  • Osborne Partners Capital Management held 201,332 shares of BorgWarner worth $13.4M as of Q2 2026.
  • Osborne Partners Capital Management sold 147,284 BorgWarner shares in Q2 2026, an estimated $9.33M.
  • BorgWarner made up 0.74% of Osborne Partners Capital Management's portfolio in Q2 2026, its #39 holding.
  • Osborne Partners Capital Management first reported a position in BorgWarner in Q1 2019 and has held it in 30 quarters since.
  • Osborne Partners Capital Management's BorgWarner position peaked at $18.9M in Q1 2026.
  • 811 funds tracked by Wall St. Rank held BorgWarner as of Q2 2026.

Based on Osborne Partners Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.